Russell Martin, CFA, CFP®, CPWA®

Mr. Martin joined RBC Rochdale in 2014. In his role, he partners with client advisors to design customized portfolios tailored to each individual's investment objectives, time horizon, income needs, and risk tolerance. He directs investment strategy implementation, monitors private client portfolios, and manages direct relationships. As a member of the Senior Management Team, Mr. Martin provides cross-functional leadership, guides strategic decision-making, and executes corporate mandates and policies for the firm.

Before joining RBC Rochdale, Mr. Martin held various roles at Charles Schwab spanning investment research, fund administration, portfolio management, and relationship management. He also served as an analyst for Shareholder Representative Services, where he assisted venture capital clients with private sale transactions.

Mr. Martin earned a BS in Finance from California Polytechnic State University, San Luis Obispo, and an MS in Financial Analysis & Investment Management from St. Mary’s College, where he graduated as Valedictorian. A graduate of the Dale Carnegie Course on Human Relations and Communications, he holds the Chartered Financial Analyst® (CFA®), CERTIFIED FINANCIAL PLANNER™ (CFP®), and Certified Private Wealth Advisor® (CPWA®) designations. He is an active member of the CFA Institute and the CFA Society of Houston.

Outside of his professional life, Mr. Martin prioritizes spending quality time with his wife, Kim, and their four children. He is passionate about coaching youth sports, playing golf and tennis, and weightlifting. Dedicated to his community, he volunteers with adult groups and teaches lessons for his church's children’s ministry.