Verified recordInvestment Management

Brian M.

Senior Vice President - Senior Investment Strategist at City National Rochdale

Based in United States

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Seniority

Other

Department

Other

Location

United States

Industry

Investment Management

Company size

280

Contact information

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Email

1 credit

b•••••••@cnr.com

Phone

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Background

About Brian M.

I translate market complexity into actionable investment strategy. By combining asset allocation, macro strategy, and portfolio construction with clear communication, I help clients and advisors navigate markets with clarity and conviction. With nearly a decade of experience in the financial industry, I am experienced in: Macroeconomic Analysis • Asset Allocation • Multi-Asset Class Portfolio Construction • Buy Side Equity Research & Security Selection • Equity Portfolio Construction & Management • Advising HNW and UHNW Advisors, Clients, and Institutions. I believe in a disciplined, scalable, and process oriented approach. I take pride in having a growth mindset, the ability to see things from multiple angles, and maintaining a commitment to elevate those around me. Outside of work, I have been refining my public speaking for the past few a years in Toastmasters, where I serve as the District Finance Manager for District 83, supporting 4,400+ members and over 120 clubs. Find me on the slopes in the winter and on the greens or a trail otherwise.

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