Tom Schroeder

Tom Schroeder has a robust background in wealth management and financial consulting, currently serving in a wealth management role at City National Bank since April 2019. Prior experience includes positions as an investment consultant at Scottrade and as a private wealth advisor at Quest Capital Strategies, Inc. Tom also held the role of financial planner at MetLife and vice president, senior investment officer at Check Capital Management, where more than 100 high-net-worth relationships were managed. Earlier career achievements include co-founding Ryan Capital Management and marketing proprietary equity research services at William O'Neil + Co. Tom's educational credentials encompass a B.A. in Economics from California State University, Northridge, and a Professional Designation in Personal Financial Planning from UCLA.