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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b•••••••@cnr.com
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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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