City National Rochdale works with financial advisors to provide investment management services to high-net-worth clients. Click to learn what we offer.

Investment Management

City National Rochdale, LLC

City National Rochdale, LLC's headquarters in New York, NY, United States

Garrett R. D'Alessandro

Tom Galvin

Michael Taila

Sheldon C. Brandau

Joseph J. Querriera

William D. Black

Ben Ludwig

Cameron Killeen

Kurt Hawkesworth

The Investment Management Team at City National Rochdale, LLC is responsible for developing and implementing tailored investment strategies for high-net-worth clients. Comprising experienced portfolio managers, analysts, and directors, the team conducts thorough market analysis, risk assessment, and performance monitoring to optimize investment outcomes. They work closely with financial advisors to ensure that client portfolios align with individual financial goals and market conditions.

Investment Management Team

This department manages investment portfolios to optimize returns and mitigate risks for clients.

Portfolio Management

The Sales and Marketing Team at City National Rochdale, LLC is responsible for driving growth by cultivating relationships with financial advisors and high-net-worth clients. This team develops and implements strategic marketing initiatives, enhances client engagement through tailored communication, and utilizes data-driven insights to optimize sales processes. Their collaborative efforts ensure that the firm's investment management services effectively reach and resonate with target audiences.

Sales and Marketing Team

This department consists of high-level executives overseeing the strategic direction and management of the organization.

Leadership Group

This department is responsible for managing and consulting on investment strategies and services.

Investment Services

The Leadership Team at City National Rochdale, LLC is responsible for setting the strategic direction and overall vision of the firm while ensuring the delivery of exceptional investment management services to high-net-worth clients. Comprising key executives such as the CEO, COO, and Senior Managing Directors, the team focuses on enhancing operational efficiency, driving business development, and leveraging digital innovations to meet client needs and foster growth.

City National Rochdale, LLC

Org chart

Teams

Investment Management Team

Portfolio Management

Sales and Marketing Team

Leadership Group

Investment Services

Leadership Team

Offices

City National Rochdale, LLC

Org chart

Teams

Investment Management Team

Portfolio Management

Sales and Marketing Team

Leadership Group

Investment Services

Leadership Team

Offices

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