City National Rochdale Investment Management

Industry: Company

Description

Founded: 1975 Subsidiary: City National Rochdale Asia Ltd. Parent organization: City National Bank

City National Rochdale Investment Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at City National Rochdale Investment Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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City National Rochdale Investment Management Employees

Employee
Years
Job
Industry
Poul-Erik Olsen, CFA Poul-Erik Olsen, CFA San Francisco Bay Area Details
Poul-Erik Olsen, CFA's City National Rochdale Investment Management Experience July 2003 - Present
Job Managing Director & Sr. Portfolio Manager at City National Rochdale Investment Management
Industry Investment Management
Experience
City National Rochdale Investment Management   July 2003 - Present
Montgomery Securities  April 1997 - January 2000
Robertson Stephens  August 1994 - April 1997

Education
University of California, Berkeley, Haas School of Business   1992 — 1994

Andrew Block, CFA, CAIA Andrew Block, CFA, CAIA Greater Los Angeles Area Details
Andrew Block, CFA, CAIA's City National Rochdale Investment Management Experience March 2012 - Present
Job Portfolio Manager at City National Rochdale Investment Management
Industry Investment Management
Experience
City National Rochdale Investment Management   March 2012 - Present
City National Asset Management   August 2010 - March 2012
City National Asset Management   September 2008 - August 2010
University of Arizona Football Team   2003 - 2007

Skills
Asset Managment, Portfolio Management, Bloomberg, Asset Allocation, Asset Management, Equities, Investments, Investment Management, Wealth Management, Investment Strategies, Fixed Income, Investment Advisory, Series 7, Alternative Investments

Education
University of Arizona, Eller College of Management   2007 — 2008
Master's, Finance (Fixed Income)

University of Arizona   2003 — 2007
BS, Finance & Entrepreneurship

Adam Elover, CFA Adam Elover, CFA Greater New York City Area Details
Adam Elover, CFA's City National Rochdale Investment Management Experience June 2006 - Present
Job Senior Portfolio Manager City National Rochdale Investment Management
Industry Investment Management
Experience
City National Rochdale Investment Management   June 2006 - Present
Mercantile Bankshares  2003 - 2006

Skills
Hedge Funds, Alternative Investments, Asset Allocation, Equities, Fixed Income, Portfolio Management, Bloomberg, Investment Strategies, Mutual Funds, Asset Management, Equity Research, Investment Management, Series 7, Investment Advisory

Education
University of Baltimore   2004 — 2006
MBA, Finance

University of Maryland - Robert H. Smith School of Business   1998 — 2002
BS, Finance

Nikhil Mahajan Nikhil Mahajan Greater New York City Area Details
Nikhil Mahajan's City National Rochdale Investment Management Experience January 2011 - Present
Job
Industry Investment Management
Experience
City National Rochdale Investment Management   January 2011 - Present
Moloney Securities   2010 - 2010
Sandler O'Neill  2010 - 2010
Catamount Capital Management   June 2009 - August 2009
Crown Capital   2009 - May 2009
Fidelity Investments  2006 - 2008

Skills
Alternative Investments, Equity Research, Financial Modeling, Valuation, Equities, Bloomberg, Capital Markets, Hedge Funds, Equity Valuation, Asset Management, Investment Banking

Education
Washington University in St. Louis - Olin Business School   2008 — 2010
MBA, Investments and Securities

Manipal Institute of Technology   2002 — 2006
Bachelor of Engineering (BE)

Ed Pope Ed Pope San Francisco Bay Area Details
Ed Pope's City National Rochdale Investment Management Experience 2012 - Present
Job Director and Senior Investment Consultant at City National Rochdale Investment Management
Industry Capital Markets
Experience
City National Rochdale Investment Management   2012 - Present
Fisher Investments  2006 - 2012
Marsh & McLennan Companies, Inc.   2002 - 2005
GATX Capital  2000 - 2002
Willis  1992 - 1998

Skills
Wealth Management, Sales, Capital Markets, Business Development, Investment Advisory, Retirement Planning, Relationship Management, Strategic Financial..., International Business..., Public Speaking, Training, Insurance, Investments, Portfolio Management, Valuation, Risk Management, Management, CRM, Due Diligence, Corporate Finance, Private Equity, Alternative Investments, Asset Allocation, Investment Management, Asset Management, Equities, Investment Strategies, Fixed Income, Mutual Funds, Hedge Funds

Education
Thunderbird School of Global Management   1998 — 2000
Master of International Management, Cum laude

Arizona State University   1998 — 2000
MBA

Royal Agricultural College, Cirencester   1989 — 1992
Bachelor of Science

Geoffrey B. Sargeant, CFP, AEP Geoffrey B. Sargeant, CFP, AEP New York, New York Details
Geoffrey B. Sargeant, CFP, AEP's City National Rochdale Investment Management Experience November 2013 - September 2014
Job Senior Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman  September 2014 - Present
City National Rochdale Investment Management   November 2013 - September 2014
City National Bank  July 2006 - September 2014
FCG Advisors, LLC  August 2003 - July 2006
SEI Investments  2000 - 2003

Skills
Wealth Management, Portfolio Management, Investments, Strategic Financial..., Asset Allocation, Certified Financial..., Business Development, Asset Management, Investment Advisory, Series 7, Investment Management, Wealth Management..., Alternative Investments, Equities, Mutual Funds, Hedge Funds, Financial Planning, Investment Strategies, Securities, Financial Services, Estate Planning, Retirement Planning, High Net Worth..., Series 63

Education
Fairleigh Dickinson University-Florham Campus   2005 — 2006
Financial Planning and Services

Bucknell University   1996 — 2000
BSBA, Management

Providence Country Day
High School

Lindsey Cook Lindsey Cook San Francisco, California Details
Lindsey Cook's City National Rochdale Investment Management Experience November 2010 - Present
Job Portfolio Manager
Industry Financial Services
Experience
City National Rochdale Investment Management   November 2010 - Present
AXA Financial  December 2007 - February 2010
AXA Financial  December 2006 - December 2007
Sonya Dakar Skin Care, Inc   July 2004 - November 2006

Skills
Investments, Portfolio Management, Finance, Management, Mergers & Acquisitions, Financial Reporting, Equities, Asset Management, Asset Allocation, Alternative Investments, Bloomberg, Hedge Funds

Education
Loyola Marymount University
MBA, Finance

Loyola Marymount University
B.A, Business Administration, Business Law and Economics

University of California, Los Angeles
Continuing Education, Mathematics and Computer Science

Bill Miller, CFA Bill Miller, CFA Greater Los Angeles Area Details
Bill Miller, CFA's City National Rochdale Investment Management Experience June 2010 - Present
Job Managing Director of Fixed Income at City National Rochdale
Industry Investment Management
Experience
City National Rochdale Investment Management   June 2010 - Present
City National Asset Management   April 2001 - June 2010

Skills
Portfolio Management, Fixed Income, Investments

Education
California State University-Fullerton, Mihaylo College of Business and Economics   1990 — 1994

Douglas Kilroy, CFP® Douglas Kilroy, CFP® San Francisco Bay Area Details
Douglas Kilroy, CFP®'s City National Rochdale Investment Management Experience 2010 - Present
Job Portfolio Manager at City National Rochdale Investment Management
Industry Investment Management
Experience
City National Rochdale Investment Management   2010 - Present
City National Asset Management   2008 - 2010
City National Asset Managent   2003 - 2010

Skills
Equities, Asset Allocation, Wealth Management, Portfolio Management, Asset Management, Investments, Asset Managment, Alternative Investments, Investment Strategies, Fixed Income, Valuation, Hedge Funds

Education
University of San Diego   1998 — 2002
Bachelor of Business Administration (BBA), Business Economics

Mark Zabala Mark Zabala Greater New York City Area Details
Mark Zabala's City National Rochdale Investment Management Experience June 2012 - Present
Job Manager, Portfolio Analytics at City National Rochdale
Industry Financial Services
Experience
City National Rochdale Investment Management   June 2012 - Present
Rochdale Investment Management  June 2010 - June 2012
Samson Capital Advisors  June 2006 - June 2008
MetLife  May 2004 - May 2006
J.P. Morgan   January 2003 - April 2004
Morgan Stanley  January 2002 - January 2003

Education
Fordham University - Graduate School of Business Administration   2008 — 2010
MBA, Finance, GPA 4.0

Fordham University   2004 — 2006
MA, Economics, GPA 3.7

State University of New York at Binghamton   1997 — 2001
B.S., Financial Economics, GPA 3.3

Nicholas Heard, CFA, CAIA Nicholas Heard, CFA, CAIA Greater Los Angeles Area Details
Nicholas Heard, CFA, CAIA's City National Rochdale Investment Management Experience April 2013 - March 2015
Job Director of Investment Solutions
Industry Financial Services
Experience
City National Rochdale Investment Management   April 2013 - March 2015
Glenmede Trust Company  March 2011 - April 2013
FIS Group  February 2005 - February 2011

Skills
Hedge Funds, Portfolio Management, Asset Allocation, Investment Research, Investment Strategies

Education
Temple University   2000 — 2005
BBA, Finance

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