Profiel
Mr. Otis P.
Heald, III CFA, is a Managing Director & Senior Portfolio Manager at City National Rochdale LLC.
Mr. Heald was previously employed as Senior Portfolio Manager by City National Asset Management, Inc. and Senior Vice President by Banc of America Capital Management LLC.
He received his BS in Finance and Real Estate from San Francisco State University and his MBA degree from the University of Southern California.
Eerdere bekende functies van Otis Pettigrew Heald
| Bedrijven | Functie | Einde |
|---|---|---|
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 | 22-04-2015 |
City National Asset Management, Inc.
 City National Asset Management, Inc. Investment ManagersFinance City National Asset Management, Inc. is a registered investment advisor headquartered in Beverly Hills, California. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). They provide investment advisory and shareholder services to individuals and the CNI Charter mutual funds. | Portefeuillebeheerder-Aandelen | 09-09-2013 |
| Banc of America Capital Management LLC | Corporate Officer/Principal | - |
Opleiding van Otis Pettigrew Heald
| San Francisco State University | Undergraduate Degree |
| University of Southern California | Masters Business Admin |
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| Bedrijven in privébezit | 3 |
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City National Asset Management, Inc.
City National Asset Management, Inc. Investment ManagersFinance City National Asset Management, Inc. is a registered investment advisor headquartered in Beverly Hills, California. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). They provide investment advisory and shareholder services to individuals and the CNI Charter mutual funds. | Finance |
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 |
| Banc of America Capital Management LLC | Finance |
