Since 1989, Ms. Galli, CFA, has been providing portfolio management services for corporations, high net worth individuals, and foundations. She came to RBC after working for ten years at Credit Suisse, where she was consistently a member of the Chairman's Club. She joined RBC Wealth Management in 2009. Prior to that she was with Chase and MD Sass Partners (CMDSP) as a Portfolio Manager. Before CMDSP, she was at Deutsche Bank for several years managing portfolios for corporations and high net worth individuals. She was the Head Trader at Meredith, Martin & Kaye which concentrated solely on Custom Portfolio Management. Ms. Galli worked with the principals of that firm as a Relationship Manager at Morgan Stanley from 1989 through the time the new firm was established in 1992.
Marina obtained her Bachelor of Science degree in Business Economics from the State University of New York, at Oneonta. She is a Financial Advisor and member of the South Florida Society of Security Analysts and has passed the Series 7, 63, 65, Life Insurance exams and has the NMLS License through City National Bank. She obtained the Chartered Financial Analyst (CFA) designation in 1997. Ms. Galli was named to Advisor Hub's - Advisors to Watch list in 2022 & 2023, and completed the Accredited Wealth Management Program (AWM) in 2011.