Non-profit clients

I have extensive experience working with non-profit clients. I have over 20+ years in a commercial banking and wealth management capacity helping non-profit boards with cashflow management, treasury management, fiduciary responsibility, board governance and portfolio construction. I work with non-profit boards to educate them on investing, how to construct an investment policy statement (with help from their counsel), social responsible investing, best practices around board governance/fund raising and understanding their fiduciary risk as good stewards of their organization.  I can also help these clients obtain real estate financing, industrial development bonds, working capital, equipment financing and treasury management services offered through City National Bank.

Non-profit clients served:

  • Labor organizations
  • Taft Hartley Plans
  • Private schools
  • Foundations
  • Endowments
  • Non-profit hospitals
  • Trade organizations
  • Faith based organizations

Responsible Investing

May 20, 2022 - RBC Wealth Management

Responsible Investing

Responsible Investing

Diversity and inclusion

May 20, 2022 - RBC Wealth Management

Diversity and inclusion

Diversity and inclusion

Community involvement

May 20, 2022 - RBC Wealth Management

Community involvement

Community involvement

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