Shamya Ullah

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

Shamya Ullah is a Portfolio Manager - Portfolio Focus, Financial Advisor and passionate about the impact and values of aligned investing. She began her career on Wall Street in 1997 at Goldman Sachs, as a fixed income institutional analyst. After moving to Los Angeles and working in the entertainment industry at firms including Propaganda Films and William Morris Agency, she returned to finance at UBS and subsequently Morgan Stanley.

In 2017, she joined RBC Wealth Management as a Fiancial Advisor managing assets for nonprofits, foundations, endowments, donor advised funds, as well as private clients.

Shamya became an early adopter of responsible investing, championing impact strategies focusing on the use of private capital for social good. From ESG integration to developing strategies for fossil fuel, firearms and private prison divestment to the UN Sustainable Development Goals, she has directed value-aligned strategies for more than 15 years. Shamya is a frequent speaker on impact investing, having presented or lectured at the United Nations in Geneva, the USSIF/Forum for Sustainable and Responsible Investing, as well as various global conferences and universities.

In addition to her professional endeavors, Shamya is a social justice activist, focusing on issues related to racial justice and equity. She has served on the boards of One Community (fka Good Films), as well as the University of Southern California’s Rossier School of Education Board of Councilors, the ACLU of Southern California, Families in School and the Special Needs Network.

Born in Manchester, England and raised in Scotland, Saudi Arabia, Singapore and New York, Shamya is truly am a global citizen. In addition to her childhood experiences, she has worked in Japan, Hong Kong and London and traveled to more than 40 countries. Shamya earned a dual Bachelor of Arts and Bachelor of Science degree from Columbia University in economics and industrial engineering, where I also lettered in varsity track and field and cross country.

Her areas of focus include impact and values aligned investing and helping clients with philanthropy, investment management and investment policy statements for endowments, nonprofits and foundations, wealth planning and asset allocation for private clients, as well as financial empowerment and education for women.

Sarah Schermerhorn

Investment Associate

310-887-4451

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Janet Engels

Senior Vice President, Director of Portfolio Advisory Group

A 32-year veteran of the securities industry, Janet Engels became Director of RBC Wealth Management’s Portfolio Advisory Group in 2002 following the acquisition of Tucker Anthony Inc. She is Co-Chair of the Global Portfolio Advisory Committee (GPAC) and a member of the firm’s Directors Group. She is also a member of the Financial Women’s Association of New York and a frequent speaker at client seminars throughout the country. She has appeared on CNBC, Fox Business and has been quoted in several leading industry publications. Janet was also the recipient of RBC Wealth Management’s “Irv Weiser Diversity Award” in recognition of her commitment to supporting the education of women and increasing awareness about persons with disabilities. Janet received a B.S. in Business Administration from Bucknell University in Pennsylvania.

Lindsay Strickland

Senior Portfolio Advisor

Lindsay joined RBC Wealth Management’s Portfolio Advisory Group in August 2016 and has more than 17 years of industry experience. She currently supports financial advisors with broad equity research, and augments equity investment decision-making, primarily focusing on growth stocks.

Thad Beller

Alternative Investments Consultant

As an alternative investments’ consultant, Thad is skilled across the alternatives landscape, including private markets, real assets, hedge funds and select tax-considerate investment strategies. Thad partners with financial advisors in identifying and implementing alternative investment solutions to help clients achieve their goals. He offers education, portfolio construction advice and fund selection guidance to financial advisors and their clients.

Elizabeth L. Johnston

Wealth Planning Associate

Elizabeth's role as a wealth planning associate includes supporting financial advisors in their wealth planning efforts for clients. Elizabeth assists with making appointments, gathering information, developing wealth plans, as well as presenting wealth plans and strategies to clients.

Jordan Perschel

Wealth Management Banker

In the wealth management banker role, Jordan acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.