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Name | Title | Since | Until |
---|---|---|---|
Charles Luke | Managing Director | 2020 | Now |
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 | Now |
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 | 2013 | 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. | ||
Paul C. Single | Vice President, Senior Portfolio Manager | 2013 | 2015 |
Biography | Paul C. Single is Managing Director, Director of Economic and Fixed Income Strategies of the City National Rochdale, LLC. Mr. Single has over 35 years of institutional investment management experience and specializes in investment grade taxable fixed income securities. Prior to joining CNB in 2002, Mr. Single was a principal and portfolio manager of Wells Capital Management. | ||
Carl Acebes | Chairman, CIO | 1999 | 2013 |
Biography | Acebes has been chairman and chief investment officer with Rochdale Investment Management LLC since its founding in 1986. | ||
Garrett R. D'Alessandro | Portfolio Manager | 1999 | 2013 |
Biography | Mr. D’Alessandro joined the former Rochdale Investment Management (predecessor to City National Rochdale) in 1986 and is the Chief Executive Officer. In addition to setting the strategic direction of the firm, he plays a key role in the firm's portfolio management and investment research functions. In this capacity he assists in determining the macroeconomic outlook and strategic asset allocations for the firm's strategies. Prior to joining the firm, Mr. D’Alessandro was a Certified Public Accountant and an Audit Manager with KPMG Peat Marwick. Mr. D’Alessandro received his MBA in Finance from the Stern School of Business at New York University. He holds the Chartered Financial Analyst designation, the Chartered Alternative Investments Analyst designation, and is a member of the New York Society of Security Analysts and the CFA Institute. He also is an Accredited Investment Fiduciary. Mr. D’Alessandro makes presentations on current investment issues to financial professionals throughout the country and has been featured in various media outlets including CNBC, The Financial Network, Practical Accountant, CPA Wealth Provider, and New Jersey CPA. Mr. D’Alessandro is an Ironman tri-athlete and has been selected multiple times to compete in the world championship in Kona, Hawaii. He is also a supporter of numerous charitable and civic organizations. |
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