MINNEAPOLIS, Dec. 7, 2016 /PRNewswire/ - RBC Global Asset Management (RBC GAM) today announced the appointment of four new hires to our advisory solutions group. These new hires include Edward Bernson and Charleen Sheehan as Associate Directors of Advisory Solutions, David D. Smith as Director of Advisory Solutions and Alexandra Zhmakina as Junior Associate Director of Advisory Solutions.
"At RBC Global Asset Management, we are committed to building out our multi-channel distribution capabilities to complement our expanding investment capabilities," said Matthew Appelstein, Head of Distribution for RBC GAM. "Today's announcement is the latest demonstration of how we're growing our footprint in the professional buyer marketplace across the U.S. We are pleased to continue to extend our reach through the expansion of our client service offering and investment expertise that are led by investment centric and solutions driven professionals."
These new hires will join the growing U.S. advisory solutions team of 10 professionals at RBC GAM.
Edward (Eddie) Bernson, Associate Director of Advisory Solutions
Mr. Bernson is responsible for developing relationships and representing RBC GAM investment strategies to financial intermediaries. Prior to joining RBC GAM this year, Mr. Bernson worked for Putnam Investments as an internal wholesaler. He earned a Bachelor of Science in business administration from Peter T. Paul College of Business and Economics at the University of New Hampshire and holds FINRA Series 6, 7 and 63 licenses. He is also a Level I CFA candidate.
Charleen (Charlie) Sheehan, Associate Director of Advisory Solutions
Ms. Sheehan is accountable for maintaining relationships and illustrating RBC GAM investment strategies to financial intermediaries. Prior to joining RBC GAM this year, she also worked for Putnam Investments as an internal wholesaler. Ms. Sheehan earned a Bachelor of Arts in economics from Haverford College and holds FINRA Series 6, 7 and 63 licenses. She is also a Level II CFA candidate.
David D. Smith, Director of Advisory Solutions
Mr. Smith develops relationships and represents RBC GAM investment strategies in the Midwest region. Prior to joining RBC GAM, he worked as an external relationship manager at Credit Suisse. Mr. Smith has been in the investment industry since 2008, previously working at William Blair and American Funds. He earned his Bachelors of Business Administration degree in accounting from Western Michigan University and holds FINRA Series 7 and 66 licenses and has CAIA and CIMA® designations. Additionally, Mr. Smith is an Associated Person with the National Futures Association.
Alexandra Zhmakina, Junior Associate Director of Advisory Solutions
Ms. Zhmakina is an internal wholesaler for RBC GAM's Advisory Solutions Group, where she supports external wholesalers to identify, research and approach clients. She holds a FINRA Series 7 license and earned a Bachelor of Science in business administration from the D'Amore-McKim School of Business at Northeastern University.
RBC GAM has over 175 employees throughout the U.S. including offices in Boston, Minneapolis, New York and Chicago, as well as an RBC GAM affiliate in Stamford. Globally, RBC GAM group of companies manage more than 290 billion USD in assets and have approximately 1,300 employees located across Canada, the United States, Europe and Asia (as of June 30, 2016).
About RBC Global Asset Management
RBC Global Asset Management (RBC GAM) is the asset management division of Royal Bank of Canada (RBC) and includes BlueBay Asset Management and Phillips, Hager & North Investment Management. RBC GAM is a provider of global investment management services and solutions to institutional, high-net-worth and individual investors through separate accounts, pooled funds, mutual funds, hedge funds, exchange-traded funds and specialty investment strategies. The RBC GAM group of companies manage more than 290 billion USD in assets and have approximately 1,300 employees located across Canada, the United States, Europe and Asia.