Dennis Fitzgerald
Overview
Dennis Fitzgerald is a Senior Vice President and Financial Advisor at RBC Wealth Management, offering a range of services including investment management, financial planning, and estate planning. He leverages the global resources of RBC to provide clients with diversified financial solutions. His investment approach focuses on a diversified portfolio strategy, emphasizing fixed income, equities, and structured products. He caters to clients at various stages, from growth and late-stage investments to pre-IPO and buyout opportunities, primarily within the United States. With over two decades of experience in the financial services industry, Dennis has developed a client-centric philosophy, aiming to align investment strategies with individual financial goals and risk tolerance, ensuring personalized and effective wealth management solutions.
Investment Focus
- Accredited Investor Status
- Investment Horizon
- Risk Tolerance Assessment
- Due Diligence Process
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Dennis Fitzgerald
What sectors does Dennis Fitzgerald invest in?
Dennis Fitzgerald invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in California, United States. Dennis Fitzgerald is listed as a private investment firm in the ConnectSafely investor database.
What stage does Dennis Fitzgerald invest at?
Dennis Fitzgerald backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Dennis Fitzgerald invest in?
Dennis Fitzgerald invests across United States.
What companies has Dennis Fitzgerald invested in?
Dennis Fitzgerald's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
Last updated · Source: ConnectSafely investor database
