Check the background of registered investment professionals on FINRA's BROKERCHECK
Photo of Steven
Cassens
-
Steven Cassens
- Investment Consultant
Mr. Cassens joined RBC Rochdale in 2026 and has over 20 years of experience in the financial services industry. Based in Florida, he is responsible for cultivating relationships with financial advisors and their high-net-worth clients in South Florida and Puerto Rico.
Previously, he was a Regional Consultant at Polen Capital working with RIAs, advisors and family offices. Prior to that, Mr. Cassens held various business development roles at Alliance Bernstein, Nomura Securities, PIMCO Investments and Allianz Global Investors.
Mr. Cassens earned his B.A. from the University of Delaware. In his spare time, he enjoys exploring Florida with his wife and two children.
Get to know us.
If you have clients with more than $1 million in investable assets and want to find out about the benefits of our intelligently personalized® portfolio management, speak with an investment consultant near you today.
If you’re a high-net-worth client who's interested in adding an experienced investment manager to your financial team, learn more about working with us here
Top