Hareesh Sivashanker, CFA, CFP®

Mr. Sivashanker joined RBC Rochdale in 2022 and has over 10 years of experience in the financial services industry. In this role, he is responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management.

Mr. Sivashanker began his career at Vanguard where he specialized in retirement planning and small business retirement solutions. Prior to RBC Rochdale, he was employed as a portfolio evaluation strategist at Fisher Investments, focusing on asset allocation and portfolio monitoring and guidance for clients.

He earned a BS in Biochemistry and Molecular Biology from UC Davis and is working towards an MBA at the Questrom School of Business at Boston University. He holds the Chartered Financial Analyst® and Certified Financial Planner® designations and is a member of the CFA Institute. In his free time, he enjoys playing chess and going hiking with his wife.