Harold Donald Losey

Portfolio Manager-Equities at

RBC Wealth Management

Consumer Services

Finance

Profile

Mr. Harold D.
Losey is a Senior Vice President, Financial Advisor & Senior Portfolio Manager of Portfolio Focus at RBC Wealth Management.
He joined RBC Wealth Management as a Senior Vice-President, Financial Advisor in February 2006.
Mr. Losey began his business career in 1976 as an accountant/financial analyst, spending five years with one Fortune 500 industrial company.
Over the ensuing twenty-six years he held positions as stockbroker, account executive, branch manager and portfolio manager, all with Advest.
He earned a Bachelor’s degree in Business Administration from Pennsylvania State University as an accounting major, and did post-graduate work in Economics at the University of North Carolina.
Mr. Losey earned his Chartered Financial Analyst designation (CFA) from the Association for Investment Management & Research (now the CFA Institute).

Harold Donald Losey 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	01/02/2006

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Private companies	2
The Pennsylvania State University The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
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