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City National Rochdale Corporate Bond Fund Class Servicing (CNCIX)
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9.83
-0.00
-0.01%
25/05 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 82.12M
City National Rochdale Corp Bond Svc
9.83
-0.00
-0.01%
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CNCIX Overview
On this page you'll find an in-depth profile of City National Rochdale Corporate Bond Fund Class Servicing. Learn about the key management, total assets, investment strategy and contact information of CNCIX among other information.
Contact Information
Address
c/o SEI Investments Distribution Co.
Oaks,PA 19456
United States
Oaks,PA 19456
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Charles Luke | Managing Director | 2020 | 2023 |
| Biography | Charles Luke is a Senior Investment Director on the UK and European equities team having joined the company in 2000. Charles started his career at Framlington Investment Management in 1998, covering UK equities. Charles graduated with a BA in Economics and Japanese Studies from Leeds University and an MSc in Business and Economic History from the London School of Economics." | ||
| David Krouth | Portfolio Manager | 2015 | 2023 |
| Biography | David Krouth is a Portfolio Manager of City National Rochdale, LLC. Mr. Krouth has over 15 years of analytical experience in the financial industry. He is responsible for various facets of investment grade fixed income management, which include trading, research, and portfolio management. Mr. Krouth joined CNB in 2003. Mr. Krouth earned a BS in Finance from the University of Idaho. Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
| Gregory S. Kaplan | Portfolio Manager | 2017 | 2020 |
| Biography | Mr. Kaplan joined the former City National Asset Management (predecessor to City National Rochdale) in 2004. As Director of Fixed Income, he is responsible for both taxable and tax-exempt fixed income management across the firm. Mr. Kaplan is a member of the firm’s asset allocation committee and is the lead manager on the City National Rochdale California Tax-Exempt Bond Fund. Prior to joining City National, he served as Vice President and Portfolio Manager for Robertson Stephens Asset Management, where he was responsible for managing the fixed income separate account business. Other past positions include Portfolio Manager at Mentor Investment Group (now Wachovia), Vice President at NationsBank (now Bank of America), and Financial Analyst at Prudential Insurance Company’s Securities Lending unit. Mr. Kaplan holds a BS in Finance from Rutgers University in New Jersey and an MBA in Finance from The Pamplin School of Business at Virginia Tech. Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of San Francisco. | ||
| William C. Miller | Vice President, Senior Portfolio Manager | 2001 | 2017 |
| Biography | William C. Miller, Jr. is Senior Vice President and Director – Fixed Income Investments of CNAM. Mr. Miller specializes in the research, analysis, and selection of fixed income securities. Prior to Fiduciary Tjoining CNB in 2001, Mr. Miller was an Investment Officer with rust International of California and from 1995 to 1998, was an Associate with Pacific Investment Management Company. Mr. Miller, a Chartered Financial Analyst, holds a bachelor’s degree with a concentration in Finance from California State University, Fullerton. | ||
| Robert T. Harder | Vice President, Senior Portfolio Manager | 2010 | 2015 |
| Biography | Mr. Harder joined the former City National Asset Management (predecessor to City National Rochdale) in 2005 and has over 20 years of experience in the field of investment management. He manages client relationships with an emphasis on fixed income management and he also specializes in the research, analysis, selection, and trading of fixed income securities for both the City National proprietary City National Rochdale Funds and individual fixed income portfolios. Prior to joining City National, he was with Wells Fargo Bank for over 10 years where he served as Portfolio Manager and Relationship Manager at Wells Capital Management. While there, he was one of six mutual fund and separate account fixed income managers responsible for a combined portfolio of over $12 billion where he performed risk analysis and in-depth research on both individual fixed income sectors and mutual funds. Other past positions include Supervisor of Investment Performance for Wilshire Associates Inc. Mr. Harder holds a BA from the University of California at Los Angeles. He is an active member of the CFA Institute and the CFA Society of Los Angeles. Committed to philanthropic endeavors, Mr. Harder holds memberships with the UCLA Alumni Association, UCLA Chancellor's Associates, Riordan Leadership Development Program, the Surfrider Foundation, and is a member of the California Highway Patrol 11-99 Foundation. He also acts as a mentor through the Riordan Scholars Program at UCLA’s Anderson School of Business. | ||
| Rodney J. Olea | Senior Vice President, Director | 2000 | 2010 |
| Biography | Olea is Senior Vice President and Director of Fixed Income of CNAM. He has oversees the creation, analysis, and management of taxable and tax-free fixed income portfolios and bond selection strategies for CNAM. He has been with CNB since 1994. | ||
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