Russell Martin is a financial advisor with RBC Rochdale, LLC in Houston, TX, holding the CFP®, CFA®, and Series 66 designations. He has 13 years of industry experience and has been with CNR Securities, LLC since 2014. 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, often utilizing proprietary tools and working with third-party sub-advisors to tailor portfolios.

Lindsey Cook is a financial advisor with RBC Rochdale, LLC, holding the Series 66 designation and bringing 19 years of industry experience. She previously worked at Rochdale Investment Management from 2010 to 2017 and has been with CNR Securities, LLC since 2017. Outside of her advisory role, Cook serves as a committee member at JY, Inc., providing consulting on business development and coaching, and is a board member of Felicia's Children Center Foundation, a charitable organization supporting orphaned children in Tanzania. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, using an active, multi-strategy investment approach that combines quantitative and fundamental analysis. The firm offers various portfolio management and advisory services, focusing on tailored solutions across multiple asset classes.

Joshua Reyes is a CFP® professional with 11 years of industry experience, currently serving at RBC Rochdale, LLC. His prior roles include positions at UBS Financial Services, Thrivent Financial, and New York Life Insurance Company. He is a member of the board of directors for Foothill Family Shelter, a nonprofit providing transitional housing for homeless families. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations. The firm employs a multi-strategy investment process combining quantitative and fundamental analysis, managing portfolios across various asset classes and working frequently with sub-advisors and independent financial advisors.

Joseph Jraitiny is a CFA® charterholder with six years of industry experience. He is currently with RBC Rochdale, LLC and has previously worked at CNR Securities, LLC, Freestone Capital Management LLC, Cornerstone Advisors, and Harbourvest Partners. 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 and fundamental analysis, offering tailored portfolio management across equities, fixed income, and alternative investments.

Elayna Barrison is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at City National Rochdale since 2019 and previously at Koss Olinger & Co., LLC for five years. Outside of her advisory role, she is an independent fantasy author. 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 screening, statistical modeling, and fundamental analysis, offering portfolio and sub-advisory management across a range of asset classes.

Sunita George is a financial advisor with RBC Rochdale, LLC, holding the ChFC® designation and a Series 65 license, with 14 years of industry experience. She previously worked at G A Repple & Company from 2013 to 2017 and has been with CNR Securities, LLC since 2017. Outside of finance, she works as a greeter and front desk staff at a fitness center. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a multi-strategy investment process that combines quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes.

Joanne Landa is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 66 licenses and five years of industry experience. She previously worked at Wells Fargo Private Bank from 2005 to 2022 before joining City National Rochdale, where she has been since 2022. Outside of her advisory role, Joanne co-owns Villa Landa Group, LLC, which manages a single-family home rental. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors, employing an active, multi-strategy investment approach that combines quantitative and fundamental analysis through proprietary tools to tailor portfolios. The firm sponsors mutual and interval funds and manages approximately $73 billion in assets across 125 advisors.

April Perez is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 65 licenses and has 21 years of industry experience. Her prior work includes roles at RIM Securities and UBS Financial Services. RBC Rochdale serves a diverse range of clients, including high net worth individuals, institutions, and municipal entities. The firm employs a multi-strategy investment process combining quantitative and fundamental analysis, utilizing proprietary tools to tailor portfolios across various asset classes.

David Wilson is a financial advisor at RBC Rochdale, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CNR Securities, LLC, Wells Fargo Securities, LLC, and several other firms. 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 along with sub-advisory and model delivery services. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to construct tailored portfolios across various asset classes.

Hareesh Sivashanker is a CFP® and CFA® with 10 years of industry experience. He is currently with RBC Rochdale, LLC, where he has worked since 2022. Prior to this, he held roles at Fisher Investments, HD Vest Advisory Services, HD Vest Investment Services, and The Vanguard Group. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors, employing an active, multi-strategy investment process that combines quantitative modeling with fundamental analysis. The firm manages portfolios across multiple asset classes using proprietary tools and works with third-party sub-advisors to customize client portfolios.

Poul Erik Olsen is a financial advisor at RBC Rochdale, LLC in San Francisco, CA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has worked at Rim Securities since 2003. 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 through a multi-strategy approach that combines quantitative screening, statistical modeling, and fundamental analysis. The firm manages approximately $73 billion in assets and sponsors the City National Rochdale mutual and interval funds.

Richard Limekiller is a CFP® and CFA® credentialed advisor with 19 years of industry experience. He has worked at City National Rochdale, Rim Securities LLC, and City National Bank since 2012. Outside of his advisory role, he serves as a board member for the Lincroft Little League, coordinating the tee ball division. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and governmental entities. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis, utilizing proprietary tools to align portfolios with client Investment Policy Statements.

Ted Cox is a financial advisor with RBC Rochdale, LLC in Richmond, VA, holding the Series 66 designation and has 25 years of industry experience. He has been affiliated with Rochdale Investment Management Inc. and Rim Securities LLC since 2001. Outside of his advisory role, Cox serves as a board member for Breakthrough Collaborative, an organization focused on secondary education, and is also a board member at Reveille United Methodist Church. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations. The firm employs a multi-strategy investment approach that integrates quantitative and fundamental analysis, utilizing proprietary tools and working with sub-advisors to create tailored portfolios across various asset classes.

Edward Pope is a financial advisor with RBC Rochdale, LLC in San Francisco, CA, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. His career includes roles at Rochdale Investment Management and Rim Securities since 2012, as well as prior experience at Fisher Investments from 2006 to 2012. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and government entities, offering discretionary and non-discretionary portfolio management among other services. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to tailor portfolios.

Nicholas Cavallaro is a CFA® charterholder with 10 years of industry experience. He has been with City National Rochdale since 2015. In addition to his advisory role, he serves as an instructor at Columbia University during the summer. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management among other services. The firm employs a multi-strategy investment process that integrates quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes.

Scott Wachs is a financial advisor with RBC Rochdale, LLC in New York, NY, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at City National Rochdale since 2017 and previously at UBS Financial Services from 2014 to 2017, alongside his ongoing role at Diamond CapAdvisors since 2013. RBC Rochdale serves a diverse range of clients, including high net worth individuals, corporations, and nonprofit organizations, offering discretionary and non-discretionary portfolio management and sub-advisory services. The firm employs a multi-strategy investment process combining quantitative and fundamental analysis to build tailored portfolios across equity, fixed income, real assets, and alternative investments.

Alexandra Sandoval is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and two years of industry experience. She has worked at CNR Securities, LLC since 2023 and was previously affiliated with the University of California, Los Angeles from 2019 to 2023. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations. The firm employs a multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, offering discretionary and non-discretionary portfolio management alongside various advisory services.

Sumer Miller is a CFA® charterholder currently with RBC Rochdale, LLC in Chicago, IL. He has prior experience at Community Trust and Investment Company, Texas Treasury Safekeeping Trust Company, American Founders Bank, and California First National Bank. RBC Rochdale serves individuals, institutions, and government entities with discretionary and non-discretionary portfolio management among other services. The firm employs an active, multi-strategy investment process that combines quantitative screening, statistical modeling, and fundamental analysis to construct tailored portfolios across various asset classes.

Michael Korzenko is a Series 66-licensed financial advisor with 19 years of industry experience, currently with RBC Rochdale, LLC in New York. He has been with City National Rochdale since 2013. Korzenko has also served as a grader for the CFA Level 3 examination. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services. The firm employs an active, multi-strategy investment process combining quantitative screening with fundamental analysis, utilizing proprietary tools and collaborating with third-party sub-advisors to construct tailored portfolios.

John Kakolewski is a CFA® charterholder with 19 years of industry experience. He is currently with RBC Rochdale, LLC and has worked with Rochdale Investment Management LLC and Rim Securities LLC since 2006. 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 approach that integrates quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools such as the Galaxy asset-allocation model and Monte Carlo simulations to tailor portfolios to clients' investment policies.