Maurice Pallone of Rothenberg Capital Management is rank 34 in Wealth Professional Canada's 2019 Top 50 Advisors
Rothenberg Capital Management
Maurice Pallone has always been fascinated with investments, even at a young age, and he celebrated his 30th year in wealth management in 2018. He’s hardly slowing down, though – while his AUM stayed consistent from 2017 to 2018, he managed to grow his client base to 636 clients over the course of the year. For 2019, he’s working toward obtaining his CIM designation and sees at least another decade ahead of him as an advisor. “I absolutely love this job, more than I ever could have imagined,” he says.
That love hasn’t wavered through tough times, even the financial crisis. “In 2008, when the markets were in distress, none of my clients panicked and sold,” he says. “Everyone stayed the course, which thankfully ended up being the right decision. Our goal is to always make our clients ‘professional investors,’ and I was so proud of them.”
