Bradford Pine Wealth Group

We’re a team you can count on. We offer deep knowledge, unwavering commitment, & a personalized experience. So why settle for anything less?

About Us

The partnership between our team and City National Rochdale offers an exceptional blend of personalized financial advice and investment management proficiency. City National Rochdale boasts an investment team that includes investment advisors and portfolio managers, with more than 80% of them holding the Chartered Financial Analyst (CFA) designation. The collaboration enables clients to benefit from comprehensive financial solutions, tailored to their specific needs.

Our Team

Bradford Pine

Wealth Advisor

Tara shoresh

Executive Assistant

Investment Team

Charles Luke, CFA

Chief Investment Officer

Paul Single

Managing Director

Senior Investment Consultant

Michael Nelson, CFA

Director, Senior Investment Consultant

Portfolio Management Team

Elizabeth Dooley, CFA, CAIA, CPWA®

Managing Director, Senior Portfolio Manager

Scott Wachs, CFA

Portfolio Manager

Jonathan Herzog, CFA

Associate Portfolio Manager

Robin Hicka

Sr. Administrative Specialist

Bradford Pine Wealth Group is not affiliated with City National Rochdale, LLC. The information presented does not involve the rendering of personalized investment, financial, legal, or tax advice. This presentation is not an offer to buy or sell, or a solicitation of any offer to buy or sell any of the securities mentioned herein. All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met. City National Rochdale, LLC, is a Registered Investment Advisor and a wholly-owned subsidiary of City National Bank. Registration as an investment adviser does not imply any level of skill or expertise. Check the background of registered investment professionals on FINRA's BROKERCHECK: Securities and Advisory Services offered through Cadaret Grant a Registered Investment Advisor, and Member FINRA /SIPC. Bradford Pine Wealth Group, City National Rochdale, LLC and Cadaret Grant are separate entities.

Important Notice

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