Aurelius Legacy Partners
- LA | NYC | SOFL
- (646) 432-7691
- www.aureliuslp.com
Our Partnership with RBC Rochdale
The partnership between our team and RBC Rochdale offers a blend of personalized financial advice and investment management. RBC Rochdale boasts an investment team that includes investment advisors and portfolio managers, with more than 75% of them holding the Chartered Financial Analyst (CFA) designation. The collaboration enables clients to benefit from comprehensive financial solutions, tailored to their specific needs.
RBC Rochdale Team
Investment Team
Investment Consultant
Ben Ludwig, CFA, CAIA
Ben Ludwig joined City National Rochdale in 2014 and has 21 years of investment experience. He is responsible for business development in Delaware, Pennsylvania, and New Jersey where he communicates and fosters relationships with high-net-worth investors who may benefit from…
Portfolio Management Team
Poul-Erik Olsen, CFA, CPWA®
Mr. Olsen joined City National Rochdale in 2003. He has over 25 years of experience in international finance and client management, including 18 years with public and private U.S. equity investments in the brokerage and investment banking industry. At City…
Robert Meckstroth, CFA, CPWA®
Mr. Meckstroth joined City National Rochdale in 2011. He works closely with each client’s advisor to develop a customized portfolio based on the client’s investment objective, time horizon, income needs, and tolerance for market volatility. In this role, he is…
Andrew Austin, CFA
Andrew joined City National Rochdale in 2014 and has over 10 years of experience in the financial services industry. He works closely with each client’s advisor to develop a customized portfolio based on the client’s investment objective, time horizon, income…
Hareesh Sivashanker, CFA, CFP®
Yuan Wang, CFA, CAIA
Yash Patil
Stephanie Reese
Shaggie Ocampo
Glory Natnat
All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met, and investors may lose money. Diversification may not protect against market risk or loss. Past performance is no guarantee of future results. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank. Registration as an investment adviser does not imply any level of skill or expertise. City National Bank is a subsidiary of the Royal Bank of Canada. RBC Rochdale, LLC is not affiliated the independent financial advisor(s) named on this page. © 2026 RBC Rochdale, LLC. All rights reserved.