Managing Director - Branch Director, Private Client Group, Senior Portfolio Manager - Portfolio Focus
I am very proud to be recognized as one of Forbes/SHOOK Best-In-State Wealth Advisors in 2020 and 2021. I am pleased to be a part of this respected group—because it means I’m serving my clients well.
In a conversation with the head of RBC Global Asset Management’s global equity investment team based in London, we look at how going beyond a company’s financial statements can be the most important source of added investment value. Read the full economic outlook in the latest edition of Global Insight.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Learn about the ESG trends for 2021 in our latest issue of Insights into responsible investing newsletter.