RBC WEALTH MANAGEMENT - Key Persons
Grace joined RBC Wealth Management in 2020 with a background in public relations and marketing. She passed the Series 7 and 66 exams and holds her insurance license. Grace is responsible for developing customized wealth plans and managing investment portfolios. She graduated from Concordia University with a Bachelor of Arts degree in English and a minor in law and politics. While studying at Concordia, Grace was a competitive swimmer on the swimming and diving team. A native of Reno, Grace enjoys spending her summers camping in Lake Tahoe, having family dinners in the backyard, staying active and spending time with family and friends.
Job Titles:
- Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
In 1988, Steven started his career in Reno at E.F. Hutton and later moved to Merrill Lynch in 1992, building his practice with more than 100 families managing more than $100 million. In 2009, Steven transitioned his practice to RBC Wealth Management in Reno, Nevada. Steven attended Vanguard University studying education and transferred to Cal State University, Northridge, majoring in business finance. He earned his Certified Investment Manager Analyst® designation (CIMA®) from the Investment Management Consultants Association (IMCA) at the University of California Berkley. The CIMA® designation helps evaluate investment managers, investment portfolios and the proper metrics to identify risk and return on portfolios. Steven also passed the Series 7, 9, 10, 63, 65 and Securities Industry Essentials (SIE) exams.