RBC Wealth Management recently welcomed onboard the Rosen Wealth Management Group to its San Francisco office, according to Michael Schipper, director of the Northern California complex.
“Our team decided to join RBC Wealth Management because of the firm’s long-standing reputation of putting clients first. After conducting significant due diligence on several competitive firms, we chose RBC’s Northern California complex due to its unique blend of global resources and the client-centric culture of a boutique firm,” said Rosen.
The Rosen Wealth Management Group includes Bruce Rosen, managing director—financial advisor who has 35 years of industry experience, Mary DuSablon, investment associate, and Mia Manahan, senior client associate. “We are thrilled to welcome Bruce to RBC Wealth Management. He is one of the premier fixed income advisors in the country and is a great addition as we continue our rapid growth in Northern California,” said Schipper. “We are continuing to attract not only the best advisors, but the best people, who fit in with our value-centric culture.”