Profile
Mr. Russell S.
Sherred, III, is a Senior Vice President, Financial Advisor & Portfolio Manager of Portfolio Focus at RBC Wealth Management.
Mr. Sherred was previously employed as a Senior Vice President by Morgan Stanley Smith Barney LLC, a Financial Advisor by Prudential Securities, Inc. (Michigan), and a Principal by Citigroup Global Markets, Inc. (Broker).
He received his undergraduate degree from Duquesne University.
Russ Sherred active positions
| Companies | Position | Start |
|---|---|---|
RBC Wealth Management
RBC Wealth Management Investment ManagersFinance RBCWM creates a plan tailored to their client’s complex needs and goals. The firm uses their discovery process in identifying their clients’ investment, retirement, tax and estate planning needs. | Portfolio Manager-Equities | 01/02/2013 |
Former positions of Russ Sherred
| Companies | Position | End |
|---|---|---|
Prudential Securities, Inc. (Michigan)
Prudential Securities, Inc. (Michigan) Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | 31/12/1991 |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Training of Russ Sherred
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Duquesne University of The Holy Spirit
Duquesne University of The Holy Spirit Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Prudential Securities, Inc. (Michigan)
Prudential Securities, Inc. (Michigan) Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
RBC Wealth Management
RBC Wealth Management Investment ManagersFinance RBCWM creates a plan tailored to their client’s complex needs and goals. The firm uses their discovery process in identifying their clients’ investment, retirement, tax and estate planning needs. | Finance |
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