CJ
Carolyn J. Finer
Senior Investment Strategist, Managing Director at City National Rochdale
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Work Experience
Senior Investment Strategist, Managing Director
Apr 2015 - Present · 9 years and 9 months
Private Wealth Advisor/ Senior Vice President-Investments
Jan 2012 - Mar 2015 · 3 years and 2 months
US Trust, Bank of America
Senior Vice President & Senior Portfolio Manager
Sep 2006 - Jan 2012 · 5 years and 4 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
LinkedinFacebookTwitter
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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