Verified recordFinancial Services

Kevin Clift

Managing Director - Financial Advisor Portfolio Manager - Portfolio Focus at Rbc Wealth Management

Based in Dallas-Fort Worth, United States

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Seniority

Director

Department

Finance & Accounting

Location

Dallas-Fort Worth

Industry

Financial Services

Company size

8.3K

Contact information

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Email

1 credit

k•••••••@rbcwealthmanagement.com

Phone

5 credits

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Background

About Kevin Clift

Kevin Clift is a Managing Director and Corporate Retirement Director at RBC Wealth Management with more than 35 years' experience. He is responsible for overall investment strategy, asset allocation, manager search and selection, and ongoing performance monitoring for his public, Taft Hartley, and corporate clients. Kevin Clift holds a BBA in Marketing from Eastern Michigan University, and holds the Certified Investment Management Analyst (CIMA®) designation from Wharton. He also holds the Certified Plan Fiduciary Advisor designation from NAPA. Kevin has extensive experience working with successful families and Retirement Plans.

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