City National Bank
Nicholas Kong is a seasoned financial professional with extensive experience in wealth advisory and portfolio management. Currently serving as Vice President and Wealth Advisor at City National Bank since July 2019, prior roles include Assistant Vice President and Portfolio Design Analyst at City National Rochdale, where Nicholas developed customized investment proposals and identified portfolio inefficiencies. Nicholas began the career as a Financial Analyst Intern at CUNY Facilities Planning Construction Management and later worked as a Research Analyst for City University of New York, focusing on vendor investigations and data analysis. A graduate of Baruch College with a Bachelor of Business Administration in Finance and Investments, Nicholas also holds an Advanced Regents Diploma with Honors in Law & Society from Brooklyn Technical High School.
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City National Bank
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With $50.3 billion in assets, City National Bank provides banking, investment and trust services through 71 offices, including 19 full-service regional centers, in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville, Atlanta, Minneapolis and Washington, D.C. In addition, the company and its investment affiliates manage or administer $67.5 billion in client investment assets.