The Clift Group - RBC Wealth Management

Kevin Clift, CIMA®, CPFA®

Managing Director - Financial Advisor, Corporate Retirement Director, Senior Portfolio Manager - Portfolio Focus

Kevin is responsible for overall investment strategy, asset allocation, manager search and selection, and ongoing performance monitoring for his public, Taft Hartley and corporate clients. Before joining RBC Wealth Management, he was a senior vice president of investments and corporate client group director with more than 33 years’ experience at Morgan Stanley. Kevin holds a Bachelor of Business Administration degree in marketing from Eastern Michigan University, holds the Certified Investment Management Analyst (CIMA®) designation from Wharton, and is a member of IMCA.

Matt Sheldahl, CFA®

First Vice President - Financial Advisor, Corporate Retirement Director, Senior Portfolio Manager - Portfolio Focus

214-775-6467

Matt Sheldahl, CFA, is a Corporate Retirement Director, First Vice President, Financial Advisor, and Senior Portfolio Manager- Portfolio Focus at RBC. Matt has been advising retirement plans, endowments, foundations, hospitals, institutions, and families for over 22 years. Matt is responsible for portfolio management, asset allocation, reporting, detailed analysis of investment portfolios, retirement plan education, wealth planning, client meetings, implementation of strategy and due diligence. Matt holds the Chartered Financial Analyst designation and is a member of the Dallas Fort Worth Society of Financial Analysts. He has a Bachelor of Business Administration degree in finance and in management information systems with an emphasis in accounting from The University of Iowa. Matt volunteers and contributes to multiple charitable organizations to give back to communities in need. He has also been a volunteer for the CFA Society Dallas/Fort Worth Candidate Mentorship Program.

Matt has been the recipient of industry recognition, including:

• 2024 PLANADVISER Top Retirement Plan Advisers

• 2023 PLANADVISER Top Retirement Plan Advisers

The Clift Group has been the recipient of industry recognition, including:

• 2024 NAPA Top DC Advisor Teams

• 2022 NAPA Top DC Advisor Teams

• 2021 NAPA Top DC Advisor Teams

• 2020 NAPA Top DC Advisor Teams

RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor. No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

The 2020 National Association of Plan Advisors’ Top DC Advisor Teams award was announced March 2020. Data as of 12/31/2019. The award recognizes retirement plan advisor teams with at least $100 million in defined contribution assets under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.

The 2021 National Association of Plan Advisors’ Top DC Advisor Teams award was announced March 2021. Data as of 12/31/2020. The award recognizes retirement plan advisor teams with at least $100 million in defined contribution assets under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.

The 2022 National Association of Plan Advisors’ Top DC Advisor Teams award was announced March 2023. Data as of 12/31/2022. The award recognizes retirement plan advisor teams with at least $100 million in defined contribution assets under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.

The 2023 Plan Adviser “Top Retirement Plan Advisers” award was announced April 2023. Data as of December 2022. The award is based on the following criteria: the dollar value of qualified plan assets under advisement, and the number of plans under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.

The 2024 PLANADVISER Top Retirement Plan Advisers list was announced March 2024. Data as of 12/31/23. The award is based on the dollar value of the qualified plan assets under advisement as well as the number of plans under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.

The 2024 National Association of Plan Advisors’ Top DC Advisor Teams award was announced March 2024. Data as of 12/31/2023. The award recognizes retirement plan advisor teams with at least $100 million in defined contribution assets under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.

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Kyle Clift, CRPS®

Senior Vice President - Financial Advisor, Corporate Retirement Director, Senior Portfolio Manager - Portfolio Focus

214-775-6431

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Kyle’s primary focus is on marketing and new business development activities. His passion is retirement planning and enjoys working with both plan participants and plan sponsors to develop customized retirement solutions. He has received the Chartered Retirement Plans SpecialistSM designation from the College of Financial Planning. The specialized CRPS® course focuses on creating, implementing and maintaining retirement plans for corporations and small businesses. Kyle joined the team in 2011. He holds a Bachelor of Business Administration degree in finance from The University of Texas at Austin and has passed the Series 7, 63 and 65 securities exams.

Susanne Clift

Client Associate

214-775-6456

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