Robert Michael Meckstroth
Portefeuillebeheerder-Aandelen bij City National Rochdale LLC
Profiel
Mr. Robert M.
Meckstroth, CFA MBA, is a Senior Portfolio Manager at City National Rochdale LLC.
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.
Previously, Mr. Meckstroth was employed by Conifer Securities as a Market Data Analyst, where his responsibilities included daily valuations of client portfolios and consulting with hedge fund and alternative asset managers on best practices for trading, fund accounting, and portfolio valuation.
Prior to that, he worked at Citigroup specializing in corporate actions in the U.S and Latin American markets.
Mr. Meckstroth earned his BA in Economics and BS in Marketing from the University of Florida and his MBA at the Haas School of Business at the University of California at Berkeley.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute.
Actieve functies van Robert Michael Meckstroth
| Bedrijven | Functie | Begin |
|---|---|---|
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 | 10-09-2013 |
Eerdere bekende functies van Robert Michael Meckstroth
| Bedrijven | Functie | Einde |
|---|---|---|
Rochdale Investment Management LLC
 Rochdale Investment Management LLC Investment ManagersFinance Founded in 1975, Rochdale Investment Management LLC is a registered investment advisor located in New York City. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). | Corporate Officer/Principal | 10-09-2013 |
Conifer Securities LLC
 Conifer Securities LLC Investment Banks/BrokersFinance Conifer Securities LLC is a broker/dealer located in San Francisco. The firm is a subsidiary of The Conifer Group LLC, The firm was established in 1989 as Genesis Merchant Group, a private investment partnership that acted as a holding company for the development of an investment advisory business. In addition, Genesis Merchant Group created a broker/dealer to provide corporate finance, equity sales and trading, research and investment management services to a select group of corporate clients, institutional customers and high net-worth individuals. In 1999, a group of management partners and investors, led by Phil Stapleton, renamed the firm Conifer Securities and shifted the firm's focus to the custom outsourcing of comprehensive services and support for independent money managers. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Corporate Officer/Principal | 31-12-2010 |
Opleiding van Robert Michael Meckstroth
| University of Florida | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
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 |
Conifer Securities LLC
Conifer Securities LLC Investment Banks/BrokersFinance Conifer Securities LLC is a broker/dealer located in San Francisco. The firm is a subsidiary of The Conifer Group LLC, The firm was established in 1989 as Genesis Merchant Group, a private investment partnership that acted as a holding company for the development of an investment advisory business. In addition, Genesis Merchant Group created a broker/dealer to provide corporate finance, equity sales and trading, research and investment management services to a select group of corporate clients, institutional customers and high net-worth individuals. In 1999, a group of management partners and investors, led by Phil Stapleton, renamed the firm Conifer Securities and shifted the firm's focus to the custom outsourcing of comprehensive services and support for independent money managers. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Finance |
Rochdale Investment Management LLC
Rochdale Investment Management LLC Investment ManagersFinance Founded in 1975, Rochdale Investment Management LLC is a registered investment advisor located in New York City. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). | Finance |
