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CFA (2019); MBA (2021), University of Western Ontario; BA (2011), University of Manitoba

Roberto is a senior sales analyst at RBC GAM based in the Boston office. In this role, he is responsible for supporting the Institutional Sales team by driving revenue growth and enhancing and implementing the team’s business development plan. Prior to joining the firm full time in 2023, Roberto participated in the RBC Wealth Management Generalist Program, where he completed rotations in the Equity Portfolio Advisory Group and Fixed Income Strategies at RBC Dominion Securities and Institutional Sales at RBC GAM. Before the rotational program, Roberto worked as a financial advisor for a well-known Canadian financial institution. As part of his responsibilities, he constructed portfolio strategies, analyzed the investment objectives of retail investors, and built and engaged a diverse client base by providing goal-based advice. Roberto began his career in the financial services industry in 2014.