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Russell Michael Martin
Portfolio Manager-Aktien bei City National Rochdale LLC
Profil
Mr. Russell M.
Martin, CFA, is a Senior Portfolio Manager at City National Rochdale LLC.
He partners with each client’s advisor to develop a customized portfolio based on the client’s investment objectives, time horizon, income needs, and risk tolerance.
He is responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management.
Mr. Martin joined CNR after working in a variety of roles at Charles Schwab, including investment research, fund administration, portfolio management, and relationship management.
Additionally, Mr. Martin worked as an analyst for Shareholder Representative Services, assisting venture capital clients with private sale transactions.
He earned his BS in Finance from California Polytechnic State University, San Luis Obispo, as well as his MS in Financial Analysis & Investment Management from St. Mary’s College, where he graduated as Valedictorian.
He is also a graduate of The Dale Carnegie Course on Human Relations and Communications.
He holds the Chartered Financial Analyst® designation, as well as the Certified Financial PlannerTM and Certified Private Wealth Advisor® certifications.
He is a member of the CFA Institute and the CFA Society of Houston.
Aktive Positionen von Russell Michael Martin
Unternehmen | Position | Beginn |
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City National Rochdale LLC
![]() City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Portfolio Manager-Aktien | 01.05.2014 |
Ausbildung von Russell Michael Martin
California Polytechnic State University (San Luis Obispo) | Undergraduate Degree |
St. Mary's College (Indiana) | Graduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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City National Rochdale LLC
![]() City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Finance |