38 min
10. Marina Galli is Most Likely To... Woman Most Likely To...
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Ms. Galli joined RBC Wealth Management in 2009 and has 32 years of portfolio management experience. She works with corporations, high net worth individuals, and foundations. She cam e to RBC after working for ten years at Credit Suisse, where she was consistently a member of the Chairman's Club, she joined RBC Wealth Management. Prior to that she was with Chase and MD Sass Partners (CMDSP) as a Portfolio Manager. Before CMDSP she was at Deutsche Bank for several years managing portfolios for corporations and high net worth individuals. She was the Head Trader at Meredith, Martin & Kaye which concentrated solely on Custom Portfolio Management. Ms. Galli worked with the principals of that firm as a Relationship Manager at Morgan Stanley from 1989 through the time the new firm was established in 1992.
Marina obtained her Bachelor of Science degree in Business Economics from the State University of New York, at Oneonta. She is a Financial Advisor and member of the DC Society of Security Analysts and has passed the Series 7, 63, 65 and Life Insurance exams and has the NMLS License through City National Bank. She obtained the Chartered Financial Analyst (CFA) designation in 1997. Ms. Galli was named to Barron's Top 100 Women Financial Advisors in 2010 and 2011 and in 2011, completed the Accredited Wealth Management Program (AWM).
Ms. Galli joined RBC Wealth Management in 2009 and has 32 years of portfolio management experience. She works with corporations, high net worth individuals, and foundations. She cam e to RBC after working for ten years at Credit Suisse, where she was consistently a member of the Chairman's Club, she joined RBC Wealth Management. Prior to that she was with Chase and MD Sass Partners (CMDSP) as a Portfolio Manager. Before CMDSP she was at Deutsche Bank for several years managing portfolios for corporations and high net worth individuals. She was the Head Trader at Meredith, Martin & Kaye which concentrated solely on Custom Portfolio Management. Ms. Galli worked with the principals of that firm as a Relationship Manager at Morgan Stanley from 1989 through the time the new firm was established in 1992.
Marina obtained her Bachelor of Science degree in Business Economics from the State University of New York, at Oneonta. She is a Financial Advisor and member of the DC Society of Security Analysts and has passed the Series 7, 63, 65 and Life Insurance exams and has the NMLS License through City National Bank. She obtained the Chartered Financial Analyst (CFA) designation in 1997. Ms. Galli was named to Barron's Top 100 Women Financial Advisors in 2010 and 2011 and in 2011, completed the Accredited Wealth Management Program (AWM).
38 min