Namik Beganovic is a financial advisor at RBC Rochdale, LLC with eight years of industry experience. He previously worked at Morgan Stanley, UBS Financial Services, Cortland Valuation Group, and CNR Securities. He holds a Series 66 designation. 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 process that combines quantitative and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to construct tailored portfolios.

John Clark is a financial advisor at RBC Rochdale, LLC with one year of industry experience. He holds a Series 66 designation and has prior work experience at CNR Securities, LLC and Fidelity Investments. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and government entities. The firm employs an active, multi-strategy investment process that integrates quantitative screening, fundamental analysis, and proprietary tools to align portfolios with client investment policies.

Keren Zhou is a financial advisor at RBC Rochdale, LLC with seven years of industry experience. She holds a Series 66 designation and has worked at several firms, including CNR Securities, LLC, Bank of America, N.A., and Merrill. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through an active, multi-strategy investment approach that integrates quantitative and fundamental analysis.

Valerie Iacovelli is a financial advisor at RBC Rochdale, LLC with 13 years of industry experience. She holds the Series 66 credential and has worked at Rim Securities LLC and Rochdale Investment Management since 2010. 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 approach that integrates quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools to tailor portfolios across various asset classes.

Andrew Golden is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and two years of industry experience. He previously worked at PGIM Private Capital and Prudential. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and nonprofit organizations. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across multiple asset classes.

Josh Dreseris is a financial advisor with RBC Rochdale, LLC, holding a Series 66 credential and 16 years of industry experience. He has worked previously at BNY Mellon Advisors, Inc., BNY Mellon Securities Corp., Pershing LLC, and Lockwood Advisors, Inc. Since 2025, he has been with CNR Securities, LLC. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and municipal entities. The firm employs an active, multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to construct tailored portfolios.

Joseph Bove is a financial advisor with RBC Rochdale, LLC in New York, NY, holding a Series 66 designation and 13 years of industry experience. He has worked at CNR Securities, LLC since 2012. Outside of his advisory role, he is a partner in an LLC with his brother that holds a property in Bradley Beach, New Jersey. RBC Rochdale serves a diverse client base, including high net worth individuals, institutions, and charitable organizations, offering discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services. The firm employs a multi-strategy investment process combining quantitative and fundamental analysis, utilizing proprietary tools to tailor portfolios across various asset classes.

Julz Schwingler is a CFP® and CFA® with 32 years of industry experience, currently serving with RBC Rochdale, LLC. She has been with City National Rochdale since 2015. Outside of her advisory role, she serves as a committee member on the Rollins College Parent and Family Council. RBC Rochdale provides discretionary and non-discretionary portfolio management and sub-advisory services to a diverse client base, including high net worth individuals, corporations, and institutional entities. The firm employs a multi-strategy investment approach that integrates quantitative and fundamental analysis, using proprietary tools to tailor portfolios aligned with clients’ Investment Policy Statements.

Paul Single is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and 12 years of industry experience. He has been associated with CNR Securities, LLC and RIM SECURITIES since 2012. Outside of his advisory work, Paul serves as a director on the finance committee for the Church of Christ in Portola Valley, CA. 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 combining quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools to construct tailored portfolios across a range of asset classes.

Richard Powers is a financial advisor with RBC Rochdale, LLC in New York, NY, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior work includes positions at CNR Securities, LLC, MBS Source eTrading, Inc, E*TRADE Capital Management LLC, E*Trade Securities LLC, and UBS Financial Services. Outside of his advisory role, he serves as treasurer for a local Cub Scout pack. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, employing a multi-strategy investment process that combines quantitative screening, statistical modeling, and fundamental analysis. The firm offers discretionary and non-discretionary portfolio management with a focus on tailored solutions across various asset classes and is notable for its role as sponsor and adviser to City National Rochdale mutual funds and interval funds.

Gerald Gaeta is a financial advisor with RBC Rochdale, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at City National Rochdale since 2020 and previously held roles at First Republic Securities Company, LLC, First Republic Investment Management, Inc., NYLIFE Securities Inc., and New York Life Insurance Company. Outside of finance, he is a guitarist and vocalist. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors. The firm employs an active, multi-strategy investment approach combining quantitative analysis with fundamental research, utilizing proprietary tools and partnering with third-party sub-advisors to create tailored portfolios.

Vern Montross is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He has been with City National Rochdale and RIM SECURITIES since 2014. Montross is based in Houston, TX. 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 combines quantitative and fundamental analysis, managing portfolios across various asset classes with a focus on discretionary and sub-advisory services.

Jeffrey Withrow is a CFA® charterholder with 16 years of experience in the financial industry. He is currently affiliated with RBC Rochdale, LLC and has worked at CNR Securities, LLC since 2012. Outside of his advisory role, he co-manages a short-term rental property through JW2 Capital, LLC with his wife. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, providing discretionary and non-discretionary portfolio management among other services. The firm employs an active, multi-strategy investment approach that integrates quantitative modeling and fundamental analysis supported by proprietary tools.

John Runnells is a CFP® and holds a Series 66 license, with 12 years of industry experience. He is currently with RBC Rochdale, LLC in Houston, TX, having previously worked at RIM Securities LLC. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment approach that integrates quantitative and fundamental analysis, utilizing proprietary tools and collaborations with sub-advisors to construct tailored portfolios.

Jesus Rodriguez is a CFA® charterholder based in Irvine, CA, with four years of industry experience. He is currently affiliated with CNR Securities, LLC and previously worked at Wells Fargo for five years. Rodriguez holds a Series 63 registration. RBC Rochdale, LLC serves a diverse client base including high net worth individuals, investment companies, and governmental entities. The firm employs an active, multi-strategy investment process that integrates quantitative and fundamental analysis across various asset classes, frequently collaborating with third-party sub-advisors to create customized portfolios.

Evan Lincoln is a financial advisor at RBC Rochdale, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fisher Investments for nine years before joining City National Rochdale and CNR Securities in 2024. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and nonprofit organizations. The firm employs a multi-strategy investment approach combining quantitative and fundamental analysis, using proprietary tools to tailor portfolios across various asset classes and often collaborates with third-party sub-advisors and independent financial advisors.

Elizabeth Dooley is a CFA® charterholder with 28 years of industry experience. She is based in New York, NY, and currently serves as an advisor at RBC Rochdale, LLC. Her prior work includes over 26 years at Rim Securities LLC and Rochdale Investment Management. Outside of her advisory role, she is involved in managing several family estate planning and rental property LLCs. 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 combining quantitative and fundamental analysis, utilizing proprietary tools to align portfolios with clients' investment policies.

Bradley Skipper is a CFA® charterholder and Series 66 licensee with seven years of industry experience. He is currently with RBC Rochdale, LLC and has previously worked at CNR Securities, LLC, Fidelity Investments, and City National Rochdale. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, managing portfolios across various asset classes through proprietary tools and third-party sub-advisors.

Andrew Block is a CFA® charterholder with 13 years of industry experience. He is currently with RBC Rochdale, LLC and has previously been associated with Rochdale Investment Management, Rim Securities LLC, and City National Bank. 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 combining quantitative and fundamental analysis, utilizing proprietary tools and collaborating with third-party sub-advisors to create tailored portfolios.

Charlton Strait is a financial advisor with RBC Rochdale, LLC, holding the Series 66 designation and one year of industry experience. His prior roles include positions at CNR Securities, LLC and Zazove Associates, as well as work outside finance in food service establishments such as Tha Joint Sushi and Basik Acai Cafe. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, and institutional investors, offering discretionary and non-discretionary portfolio management with a multi-strategy investment approach that integrates quantitative modeling and fundamental analysis. The firm manages approximately $73 billion in assets and sponsors City National Rochdale mutual funds and interval funds.