Grant is a dedicated professional serving as an Internal Wealth Strategist at RBC Wealth Management. Located in Minneapolis, his primary focus is to assist clients in comprehending their financial objectives and formulating strategies for intricate wealth management issues. By understanding their unique financial circumstances, he offers tailored strategies to address complex wealth management challenges. Grant's combination of legal acumen and financial expertise enables him to navigate intricate financial landscapes and deliver innovative solutions to his clients. With a lifelong passion for wealth management and investing, Grant has been an integral part of the financial services industry since 2015. He joined RBC Wealth Management in 2021, following valuable experiences as a Field Service Professional at Ameriprise Financial and a Wealth Management Associate at Morgan Stanley.
Grant's educational background includes a Bachelor of Science in Economics from DePaul University, a Juris Doctor from the University of St. Thomas School of Law, and an LL.M. in Organizational Ethics and Compliance, also from the University of St. Thomas School of Law. Additionally, he holds the prestigious CFA and CAIA certifications, demonstrating his deep expertise in the field. Grant has also successfully completed the Series 7 and 66 exams, further attesting to his comprehensive financial knowledge.
Actively involved in professional organizations, Grant is an engaged member of the CFA Society of Minnesota and the University of St. Thomas School of Law Alumni Association. His commitment to continuing education and professional development ensures that he remains up-to-date with the latest industry trends and best practices.