Wealth and Investment Services

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.

Your Wealth and Investment Services Team

Kendall Shelby

Financial Services Assistant

Michael Sisney, CFP®

Financial Advisor

Duke Carlton, CFP®

Financial Advisor

Investment Team

Charles Luke, CFA

Chief Investment Officer

Paul Single

Managing Director

Senior Investment Consultant

Julz Schwingler, CFA, CFP®,CPWA®

Portfolio Management Team

Paul Guerney, CFA, CAIA, CPWA®

Managing Director, Senior Portfolio Manager

Joseph Bove, CFA, CPWA®

Portfolio Manager

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.

Important Notice

You will now be redirected to a RBC Rochdale Website page.

Please note that we are currently rebranding from City National Rochdale, LLC to RBC Rochdale, LLC. During this transition both names may appear as we are updating materials.

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