Director, Private Wealth Strategies
CurrentVice President – Director, Private Wealth Strategies at RBC Wealth Management. Based in Minneapolis, Minnesota, he manages the Wealth Strategies team of subject matter experts based throughout the RBC footprint who work with RBC Wealth Management’s Financial Advisors to develop appropriate wealth management solutions for their HNW and UHNW clients more sophisticated financial and wealth transfer goals and objectives on a holistic basis, including gift, estate and trust planning, business succession planning and charitable planning.