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Adam Izaac
Associate Portfolio Manager at City National Rochdale
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Work Experience
Associate Portfolio Manager
Dec 2016 - Present · 8 years
Associate Wealth Management Advisor
Jul 2013 - Jan 2014 · 6 months
Financial Advisor
Nov 2010 - Apr 2012 · 1 years and 5 months
Company Details
201-500 Employees
City National Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations. Working in close partnership with each client’s trusted advisor, our knowledgeable investment professionals develop an insightful “personal benchmark” that is unique to each client. This personal benchmark becomes the blueprint for the portfolio’s strategy and performance. City National Rochdale’s approach allows clients and their advisors to focus on what really matters for long-term investment success while navigating the ever-changing economic environment. Visit our website to learn more about our history, investment philosophy, and the investment professionals who provide customized and proactive portfolio management capabilities for every private client.
Year Founded
1986
Social Media
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Industry
Investment Management
HQ Location
400 Park Avenue New York, NY 10022, US
Keywords
Investment ManagementIntelligently Personalized Portfolio ManagementRisk ManagementPortfolio Management
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