Mary Sumners leads the International Wealth - USA business channel. IW-USA offices in Miami, New York, Houston, San Diego and Seattle provide private banking and international advisory services to high net worth individuals and niche corporate and institutional clients worldwide. The business line also provides U.S.-based credit and lending, trust, and discretionary investment management services.
Mary previously worked as head of investments – Asia for RBC Wealth Management’s Emerging Markets division in Hong Kong. Since starting with the firm as a mortgage securities trader in 1988, she has held a variety of trading and management roles including director of U.S. Wealth Management Trading and Investment Services. Prior to joining the Wealth Management segment in 2005, she worked as a managing director in the firm’s Capital Markets Fixed Income Trading group and held the role of fixed income director for the Private Client Group.
Mary has a bachelor’s degree in economics from Carleton College in Northfield, MN, and is a graduate of the executive management program at the Carlson School of Management at the University of Minnesota. She holds the Series 7, 24 and 63 licenses from FINRA, and earned the Accredited Wealth Manager designation from the Estate and Wealth Strategies Institute at Michigan State University. She currently serves on the board of directors for the Minnesota Orchestral Association.