Simon Chapman, CPWA®

Mr. Chapman joined RBC Rochdale in 1997 and has over 30 years of experience in the financial industry. He currently manages over 350 personal trust, agency, and 401(K) accounts, and is the Senior Portfolio Manager for relationships in both Southern California and Nevada. With nearly 25 years at the Firm, he has co-managed many of RBC Rochdale’s investment offerings, including the High Dividend Equity Strategy. He has also served as the Financial Analyst for the Consumer Staples and Utilities sectors for the RBC Rochdale Mutual Funds.

Prior to joining RBC Rochdale, Mr. Chapman was employed by National Bank of the Redwoods in Santa Rosa, CA, and also in the International Finance division for the Trustees Savings Bank in Edinburgh, Scotland.

Mr. Chapman holds both a BA in Accountancy and a Postgraduate Diploma in Computer Science from the University of Dundee in Scotland. He also holds the Certified Private Wealth Advisor® designation. Mr. Chapman is a member of the San Diego CFA Society and is active in the local community. He is Past-President of the Board of Directors for the San Diego Cooperative Charter School and currently serves as the President of their Charitable Foundation. In his off-time, he likes to travel with his family, especially to the Caribbean and the U.K.