Our Wealth Management Team is comprised of in-house Wealth Advisors as well a Portfolio Management Team at City National Rochdale ("CNR"), a boutique investment management firm with whom we have partnered to manage client investment portfolios.
To access the bios of our CNR Portfolio Management team, click on the link at the bottom of this page.
Wealth Management Team
Managing Partner, Senior Wealth Advisor
Partner, Wealth Advisor
Senior Wealth Management Associate