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.
Integrated Financial Management
Principal Matters. Principles Matter.
City National Rochdale Team
Portfolio Management Team
Boston Russell
Associate Portfolio Manager
Alex Meleis
Associate Portfolio Manager
Sue George, ChFC®, CAS
Portfolio Analyst
Kelly Lankheit
Senior Administrative Specialist
Manny Gonzalez, AIF®
Portfolio Analyst, Middle Office
For full disclosures please visit our website at www.ifmco.com