Jesse Flatt
Portefeuillebeheerder-Aandelen bij City National Rochdale LLC
Profiel
Mr. Jesse M.
Flatt, CFA MBA, is a Portfolio Manager at City National Rochdale LLC.
Mr. Flatt joined City National Rochdale in 2020 and has over 10 years of experience in the financial services industry.
He works closely with each client’s advisor to develop a customized portfolio based on the client’s investment objective, time horizon, income needs, and tolerance for market volatility.
In this role, he is responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management.
He began his career in 2010 as an Associate in the Global Wealth Management Group at Morgan Stanley, building core-satellite portfolios and focusing on esoteric asset classes.
He earned diverse experience in portfolio and risk management, asset allocation, advisory solutions, and strategy with tenures at Merrill Lynch, First Republic Private Wealth Management, and BlackRock.
Most recently, Mr. Flatt worked at Invesco Ltd.
as a Client Portfolio Manager to institutional and retail clients, covering global investment grade, high yield, and multi-sector credit strategies.
Mr. Flatt earned his BS in Finance and Business Economics from California State University, East Bay and his MBA from Yale University where he specialized in Asset Management.
He also holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of San Francisco.
Actieve functies van Jesse Flatt
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City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Portefeuillebeheerder-Aandelen | 01-03-2020 |
Opleiding van Jesse Flatt
California State University-East Bay | Undergraduate Degree |
Yale School of Management | Masters Business Admin |
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City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Finance |