Senior Vice President - Financial Advisor, Consulting Group
Jesse has been a licensed and registered financial advisor for 20 years, and is supported by experienced associates who handle client administrative needs. Previous to RBC Jesse has worked at investment firms such as Merrill Lynch and Piper Jaffray. Jesse focuses primarily on the fixed income marketplace and securities lending. He specializes in high credit quality tax-free municipal bonds, government agencies, and short term cash alternatives such as treasuries, agencies, and money market funds. Jesse also specializes in lending. He designs custom lending solutions and provides recommendations for low interest loans to help clients meet a variety of wealth accumulation and liquidity management goals. Jesse fosters a wealth management plan to help clients meet needs and goals. He has been recognized in the Financial Time’s “Top 400 Financial Advisors”.
The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear Outlook »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
As U.S. rate cuts near, history shows stocks and bonds often perform well after the Fed starts easing cycles, with equities showing greater variability. Given mixed economic signals, the focus should be on quality in portfolio positioning.
