Lake Mary, FL Crescent Executive Court Office

Team
Updated today

Client AUM

$50,050,177,959

Clients

16,170

Advisors

8

Of 119 advisors across 40 offices

Location

605 Crescent Executive Court, Suite 320

Lake Mary FL 32746

Advisors at this office

8

Advisors at this office

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Boston R

CFA®, Series 66

Lake Mary, FL

RBC Rochdale, LLC

Boston Russell is a financial advisor at RBC Rochdale, LLC with the CFA® designation and 13 years of industry experience. He has worked at Rim Securities LLC and Rochdale Investment Management LLC since 2012. 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 approach that combines quantitative and fundamental analysis, utilizing proprietary tools to tailor portfolios across various asset classes and often collaborating with third-party sub-advisors.

Active portfolio management Passive / index investing Private / alternative investments Real estate investing Wealth management Founder/Business Owner Retired Executive
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Juan I

Series 66, Series 65

Lake Mary, FL

RBC Rochdale, LLC

Juan Ibanez is a financial advisor with RBC Rochdale, LLC, holding Series 65 and Series 66 credentials and 19 years of industry experience. He has been with City National Rochdale since 2017, following prior roles at Terra Capital Markets and a brief period outside the industry. 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 that integrates quantitative screening, fundamental analysis, and proprietary tools to construct tailored portfolios across a range of asset classes.

Active portfolio management Passive / index investing Private / alternative investments Real estate investing Wealth management Founder/Business Owner Retired Executive
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Rayvon S

CFA®, Series 66

Lake Mary, FL

RBC Rochdale, LLC

Rayvon Solomon is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is currently with RBC Rochdale, LLC and has held previous roles at CNR Securities, Ameriprise, Charles Schwab Investment Management, and several other firms. Outside of his advisory work, he owns Wet Jet LLC, a retail business. 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 that integrates quantitative models with fundamental analysis and uses proprietary tools to align portfolios with client investment policies.

Active portfolio management Passive / index investing Private / alternative investments Real estate investing Wealth management Founder/Business Owner Retired Executive
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Sheldon B

Series 63, Series 66

Lake Mary, FL

RBC Rochdale, LLC

Sheldon Brandau is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Rim Securities LLC and Rochdale Investment Management LLC since 2009. 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 to tailor portfolios using proprietary tools and a broad range of asset classes.

Active portfolio management Passive / index investing Private / alternative investments Real estate investing Wealth management Founder/Business Owner Retired Executive
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Brian S

CFA®, Series 63

Lake Mary, FL

RBC Rochdale, LLC

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.

Active portfolio management Passive / index investing Private / alternative investments Real estate investing Wealth management Founder/Business Owner Retired Executive
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Bradley S

CFA®, Series 66

Lake Mary, FL

RBC Rochdale, LLC

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.

Active portfolio management Passive / index investing Private / alternative investments Real estate investing Wealth management Founder/Business Owner Retired Executive
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Elayna B

Series 66

Lake Mary, FL

RBC Rochdale, LLC

Elayna Barrison is a financial advisor at RBC Rochdale, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at City National Rochdale since 2019, following five years at Koss Olinger & Co., LLC. Outside of her advisory role, she is an independent author specializing in fantasy fiction. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors, employing a multi-strategy investment process that integrates quantitative modeling and fundamental analysis. The firm offers discretionary and non-discretionary portfolio management and is known for sponsoring City National Rochdale mutual and interval funds.

Active portfolio management Passive / index investing Private / alternative investments Real estate investing Wealth management Founder/Business Owner Retired Executive
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Sunita G

ChFC®, Series 65

Lake Mary, FL

RBC Rochdale, LLC

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.

Active portfolio management Passive / index investing Private / alternative investments Real estate investing Wealth management Founder/Business Owner Retired Executive
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