Kevin Betts is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and 14 years of industry experience. His prior experience includes roles at CNR Securities, Citigroup, Rim Securities, City National Rochdale, Beneco, T Rowe Price, and American Funds. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, and charitable organizations. The firm employs a multi-strategy investment approach combining quantitative screening, fundamental analysis, and a proprietary Galaxy asset-allocation tool to tailor portfolios across various asset classes.

Brian Salerno is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He has worked at CNR Securities since 2015. RBC Rochdale, LLC serves a diverse client base including high net worth individuals, corporations, charitable organizations, and governmental entities. The firm employs a multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, offering discretionary and non-discretionary portfolio management as well as sub-advisory and model delivery services.

Matthew Clifford is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and 14 years of industry experience. He has been with City National Rochdale since 2014. Outside of his advisory work, he is an LLC member of Sweet Vivi's Bakery, an online bakery venture involving his daughter. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, and charitable organizations, employing a multi-strategy investment approach that combines quantitative modeling with fundamental analysis. The firm is known for its sponsorship of City National Rochdale mutual funds and its use of proprietary portfolio management tools.

Kevin Mc Kenna is a financial advisor with RBC Rochdale, LLC in New York, NY, holding a Series 66 designation and four years of industry experience. His work history includes positions at City National Rochdale, Acap, Akam, Morgan Stanley, and WeWork, as well as time spent at Loyola University Maryland. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and government entities, offering discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services. The firm employs a multi-strategy investment process that combines quantitative and fundamental analysis, utilizing proprietary tools like the Galaxy asset-allocation model to tailor portfolios across various asset classes.

Richard Allison Jr. is a CFA® charterholder and holds a Series 66 license, with nine years of industry experience. He is currently with RBC Rochdale, LLC, where he has worked since 2021. His prior experience includes roles at JP Morgan Securities, MassMutual, and MML Investors Services. Outside of his financial career, he has brief experience in the hospitality industry with La Lou Bistro. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations. The firm employs an active, multi-strategy investment process that integrates quantitative screening, fundamental analysis, and proprietary tools to create tailored portfolios across various asset classes.

Pamela Nelson is a CFA® charterholder with 13 years of industry experience, currently serving at RBC Rochdale, LLC in New York, NY. She has worked with Rochdale Investment Management and Rim Securities LLC since 2012 and has been affiliated with City National Bank since 2005. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and charitable organizations. The firm employs an active, multi-strategy investment approach combining quantitative and fundamental analysis, utilizing proprietary tools to tailor portfolios across a range of asset classes.

Charles Boettcher is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and bringing 13 years of industry experience. He has been with City National Rochdale, RIM SECURITIES, and City National Bank since 2012 and 2007, respectively. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and governmental entities. The firm employs an active, multi-strategy investment approach that combines quantitative and fundamental analysis, utilizing proprietary tools to tailor portfolios across a range of equity, fixed income, real assets, and alternative investments.

David Shapiro is a financial advisor at RBC Rochdale, LLC with 15 years of industry experience. He has been with City National Rochdale since 2014 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as a director for the Sierra Ranches Community Association, where he helps oversee the operations and finances of his homeowners association. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm uses a multi-strategy investment approach that combines quantitative screening, statistical modeling, and fundamental analysis, implementing portfolios through proprietary tools and collaboration with third-party sub-advisors.

Adrian Engel is a CFA® charterholder and holds a Series 63 license with 11 years of industry experience. He has worked at City National Rochdale since 2015. Outside of his advisory role, Adrian serves on the advisory board of Iluria, a company developing software to monitor ADHD-related patterns using commercial smart wearables, and participates on the committee for the JVS Socal Scholarship Program, which supports job seekers through candidate selection. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors, employing an active, multi-strategy investment process that integrates quantitative and fundamental analysis. The firm offers portfolio management and sub-advisory services and sponsors multiple mutual and interval funds, managing approximately $73 billion in assets across 125 advisors.

Terrence Loughran is a CFA® charterholder with 27 years of industry experience. He is currently an advisor at RBC Rochdale, LLC, where he has worked since 2012. His prior experience includes roles at CNR Securities, LLC and City National Bank, where he has been employed since 2007. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors. The firm employs a multi-strategy investment process that integrates quantitative and fundamental analysis, offering discretionary and non-discretionary portfolio management as well as sub-advisory services.

Russell Launer is a financial advisor at RBC Rochdale, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at Rim Securities LLC since 2004. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process that combines quantitative screening and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to create tailored portfolios.

Adam Izaac is a CFA® charterholder with 14 years of industry experience. He is currently with RBC Rochdale, LLC, where he has worked since 2016, following two years at City National Bank. Based in New York, NY, he holds the Series 63 and Series 65 licenses. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and governmental entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, utilizing proprietary tools and external sub-advisors to tailor portfolios across a broad range of asset classes.

Sean Becker is a Series 66-licensed advisor with 13 years of industry experience. He is currently with RBC Rochdale, LLC and has worked at RIM Securities since 2012 and City National Bank since 2011. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and charitable organizations. The firm employs a multi-strategy investment approach combining quantitative analysis and fundamental research, utilizing proprietary tools and collaborating with third-party sub-advisors to construct tailored portfolios.

Joseph Baumgartner is a financial advisor at RBC Rochdale, LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at New York Life insurance company for 14 years before joining CNR Securities, LLC. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and government entities. The firm employs a multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, and offers discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services.

Alain Landais is a CFA® charterholder with 16 years of industry experience. He currently works at RBC Rochdale, LLC, having previously been employed at Park Ave Securities and Guardian Life Insurance. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, pension plans, and government entities. The firm employs a multi-strategy investment process combining quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes, often collaborating with third-party sub-advisors and independent financial advisors.

John Koludrovic is a CFA® charterholder with 11 years of industry experience. He has been with RBC Rochdale, LLC since 2017 and previously worked at Willis Towers Watson. Based in Chicago, IL, he holds the Series 66 designation. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to build tailored portfolios.

Nicholas Liccardi is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and two years of industry experience. His work history includes roles at CNR Securities, LLC and AlphaSense. Liccardi is also the sole proprietor of a rental property inherited beach house. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, employing a multi-strategy investment process that integrates quantitative and fundamental analysis to tailor portfolios across various asset classes.

Vincent Lemoine is a CFA® charterholder with four years of industry experience. He currently works at RBC Rochdale, LLC, having previously been employed by La Francaise Asset Management. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and various institutional clients. The firm uses an active, multi-strategy investment approach that blends quantitative screening, fundamental analysis, and proprietary tools to build portfolios across equities, fixed income, real assets, and alternative investments.

Mary Gukasyan is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and four years of industry experience. She previously worked at Round Hill Asset Management and has held positions with the County of Los Angeles and California State University - Northridge. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and government entities. The firm employs an active, multi-strategy investment process that combines quantitative and fundamental analysis, using proprietary tools and working with sub-advisors to tailor portfolios across various asset classes.

Leigh Bucholtz is a Series 66-licensed financial advisor with 15 years of industry experience, currently affiliated with RBC Rochdale, LLC. Prior to joining RBC Rochdale, Bucholtz worked at firms including CNR Securities, LPL Financial, TD Ameritrade, and Fidelity Brokerage Services. Bucholtz also provides administrative support to Levy Wealth Management Group, an independent investment advisory firm. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, charitable organizations, and government entities, offering discretionary and non-discretionary portfolio management and sub-advisory services. The firm employs an active, multi-strategy investment approach that integrates quantitative modeling and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to create tailored portfolios.