San Francisco, CA Market Street Office

Team
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RBC Rochdale, LLC

Enterprise

Firm-wide stats for RBC Rochdale, LLC

Total advisors

120

Across 43 offices

Clients per advisor

136 Very High

Avg AUM per client

$3,095,249 Very High

HNW client ratio

98% Very High

About

RBC Rochdale serves a broad mix of clients including individuals (primarily high net worth and emerging high net worth), investment companies, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. The firm provides discretionary and non-discretionary portfolio management, sub-advisory services, model delivery and TAMP relationships, wrap-fee program participation, and management services for open- and closed-end investment vehicles described in its Independent Channel brochure.

The firm describes an active, multi-strategy investment process that combines quantitative screening and statistical modeling with fundamental analysis, using a proprietary Galaxy asset-allocation tool and Monte Carlo simulations to align portfolios to each client’s Investment Policy Statement. Rochdale implements strategies across U.S. core equity, international equity via ETFs, a range of fixed income sleeves, opportunistic income, real assets, and alternative/private investments, often working with third‑party sub‑advisors and independent financial advisors to construct tailored portfolios.

Notable distinctions in the brochure include Rochdale’s role as sponsor and adviser to the City National Rochdale mutual funds and interval funds and its routine use of affiliated entities (including CNR Securities and other RBC affiliates) and Pershing custodial/sweep arrangements—relationships the firm discloses as creating revenue‑sharing and other conflicts and addresses through enhanced disclosure and compliance controls. The firm also reports substantial scale (approximately $73 billion in AUM across 125 advisors), explicit use of private credit and private infrastructure exposures, and an Independent Channel focus on portfolio and sub‑advisory management rather than standalone financial planning; the brochure also discloses a March 2022 SEC settlement and subsequent compliance enhancements.

Based on RBC Rochdale, LLC

Expertise

Active portfolio management Passive / index investing Private / alternative investments Real estate investing Wealth management

Based on RBC Rochdale, LLC

Occupation focus

Founder/Business Owner Retired Executive

Based on RBC Rochdale, LLC

Location

455 Market Street, 20th Floor

San Francisco CA 94133

Advisors at this office

16

Advisors at this office

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Robert M

CFA®, Series 63, Series 65

San Francisco, CA

RBC Rochdale, LLC

Robert Meckstroth is a CFA charterholder with 16 years of industry experience, currently with RBC Rochdale, LLC in San Francisco. He has been associated with Rochdale Investment Management LLC and Rim Securities LLC since 2011. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and nonprofit organizations, offering discretionary and non-discretionary portfolio management along with sub-advisory and wrap-fee program services. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis 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
user avatar

Madeleine F

Series 66

San Francisco, CA

RBC Rochdale, LLC

Madeleine Frost is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation. She has approximately one year of industry experience, with prior roles at CNR Securities, LLC and Thornburg Investment Management. Her background also includes work in diverse sectors such as hospitality and retail. RBC Rochdale serves a wide range of clients, including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis, utilizing proprietary tools and a variety of asset classes to tailor portfolios to client Investment Policy Statements.

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

CFA®, Series 63

San Francisco, CA

RBC Rochdale, LLC

Austin Chow is a CFA® charterholder with eight years of industry experience. He is currently with RBC Rochdale, LLC, where he has worked since 2017, following two years at Beacon Pointe Advisors. 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 incorporates quantitative and fundamental analysis, utilizing 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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Yuan W

CFA®, Series 66

San Francisco, CA

RBC Rochdale, LLC

Yuan Wang is a CFA® charterholder and holds a Series 66 license, currently with RBC Rochdale, LLC in San Francisco. He has four years of industry experience, including roles at CNR Securities, LLC, Morgan Stanley, and CEFC Futures Co., Ltd. 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 services. The firm employs a multi-strategy investment approach that integrates quantitative and fundamental analysis supported by 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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Andrew A

Series 66

San Francisco, CA

RBC Rochdale, LLC

Andrew Austin is a financial advisor at RBC Rochdale, LLC in San Francisco, CA with 11 years of industry experience. He holds a Series 66 designation and has been with City National Rochdale since 2014. 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 combines quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools to align portfolios with clients’ investment objectives.

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

CFA®, Series 63

San Francisco, CA

RBC Rochdale, LLC

John Rossiter is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at RBC Rochdale, LLC since 2019. Prior to joining Rochdale, he worked for six years at The Vanguard Group, Inc. based in San Francisco, 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 and fundamental analysis, offering discretionary and non-discretionary portfolio management along with 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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Rachael C

Series 66

San Francisco, CA

RBC Rochdale, LLC

Rachael Crane is a financial advisor at RBC Rochdale, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at Rim Securities and City National Rochdale since 2013. 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 to tailor portfolios across various asset classes, often collaborating with sub-advisors and independent financial advisors.

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

Series 63, Series 66

San Francisco, CA

RBC Rochdale, LLC

Maria Aronoff is a financial advisor at RBC Rochdale, LLC in San Francisco, CA, holding Series 63 and Series 66 licenses with 14 years of industry experience. Her prior roles include positions at CNR Securities, LLC, Portsmouth Financial Services, Eqis Capital Management, Inc., Bank of America, N.A., and Merrill. RBC Rochdale serves a diverse clientele including high net worth individuals, corporations, charitable organizations, and public entities. The firm employs a multi-strategy investment approach combining quantitative and fundamental analysis, utilizing 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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Vincent L

CFA®, Series 63

San Francisco, CA

RBC Rochdale, LLC

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.

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

Series 66

San Francisco, CA

RBC Rochdale, LLC

Dylan Gonsalves is a financial advisor at RBC Rochdale, LLC with a Series 66 designation and four years of industry experience. His prior experience includes roles at Vestmark Inc., Natixis, Fremont Bank, and LPL Financial LLC. 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 and fundamental analysis to construct tailored 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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Paul S

Series 66

San Francisco, CA

RBC Rochdale, LLC

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.

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

Evan L

Series 65, Series 63

San Francisco, CA

RBC Rochdale, LLC

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. Since 2024, he has been associated with City National Rochdale and CNR Securities, LLC. RBC Rochdale serves a diverse range of clients including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment approach combining quantitative and fundamental analysis, utilizing tools such as the proprietary Galaxy asset-allocation model and Monte Carlo simulations to tailor portfolios according to clients’ Investment Policy Statements.

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

Charlton S

Series 66

San Francisco, CA

RBC Rochdale, LLC

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.

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

Hareesh S

CFP®, CFA®, Series 63

San Francisco, CA

RBC Rochdale, LLC

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.

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

Poul Erik O

Series 63, Series 65

San Francisco, CA

RBC Rochdale, LLC

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.

Active portfolio management Passive / index investing Private / alternative investments Real estate investing Wealth management Founder/Business Owner Retired Executive
View complete list of advisors at this office
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