Michael Coutré is a Financial Advisor and Branch Director with over 17 years of experience negotiating and meeting the expectations of investors including individuals, corporations, endowments and foundations. Michael joined RBC Wealth Management in January of 2009 after 15 years with Merrill Lynch where he was lead client relationship manager on a team of 5 responsible for over $250 million in private client assets. 

 

Michael graduated from Worsham College of Mortuary Science in Chicago. He holds the Series 7, 9, 10, 31, 63 and 65 licenses and earned the CIMA® Designation through the Investment Management Consultants Association. The designation focuses on asset allocation, ethics, due diligence, risk measurement, investment policy and performance measurement. The certification signifies a high level of consulting expertise with designees required to prove their expertise through continual recertification requiring at least 40 hours of continuing education every two years.

Enrique specializes in quantitative finance and investment strategy and has more than ten years of experience modeling stochastic systems. Enrique has been at RBC Wealth Management since early 2008. He has designed and developed customized investment solutions for private individuals, foundations and pension funds in the areas of asset liability modeling, tax sensitive asset allocation, goals-based asset allocation, alternative investments, manager allocation, tax sensitive employee stock option analysis, and risk management. Previously, Enrique coordinated the design and development of many of the analytical systems that Bear Stearns/J.P. Morgan use, including stock option analyzers, asset allocation tools, cash flow estimators, and reporting for defined contribution plans.

 

He holds a PhD in applied mathematics from SUNY Stony Brook. Enrique earned a Bachelor of Science degree in mathematical physics from Binghamton University. He is a co-author of several professional articles on the modeling of complex physical systems.  Enrique holds Series 7, 63 and 65 licenses.

Eric is a Senior Portfolio Manager with 20 years of experience in investment strategy. Over his career, he has provided advice on over $100 billion in assets. Before his arrival at RBC Wealth Management in early 2008, Eric was a Senior Portfolio Manager and Co-Head of Wealth Management at Bear Stearns. Prior to that, he headed the Strategic Investment Advisory Group at J.P. Morgan where he provided investment strategy advice to institutional clients and focused on risk measurement and management. Eric began his Wall Street career at J.P.Morgan where he was risk manager for their $30 billion book of proprietary investments and trading businesses and served as the business and algorithms designer for J.P. Morgan’s comprehensive market risk management system (1992-95).

 

Eric holds a PhD in financial economics from Harvard University, 2 Master of Arts and a Bachelor of Arts degree earned with high distinction from the University of Toronto, and has taught at Harvard and Rutgers University, The State University of New York and the University of Toronto. He holds series 3, 7, 24, 63, 65 licenses. He is author and editor of numerous professional articles on economics and investments, including some of the first publications on tracking error budgeting (Journal of Portfolio Mgmt, 1999) and buy-side risk management (1998).