RBC Wealth Management Adds Team In NYC

Tom Burroughes

25 April 2017

RBC Wealth Management, has recently brought the Schusterman Mazzone Group to the Midtown-New York office from UBS Financial Services, according to John Moran, director of the Midtown complex.

Tracey Schusterman, managing director, and financial advisor, has more than 25 years of industry experience and focuses on financial, retirement and estate planning strategies, as well as wealth preservation and transfer.

Rosa Mazzone, first vice president, and financial advisor, has more than 17 years of experience in the industry. The team manages $375 million in client assets with $2.7 million in production.

Also a part of the Schusterman Mazzone Group are Dina LiRosi, investment associate, and Rosa Diaz, client associate.

In the US, RBC Wealth Management operates as a division of RBC Capital Markets.