Andrew Gregory Block

Gestionnaire de Portefeuille-Actions chez City National Rochdale LLC

Profil

Mr. Andrew G.
Block is a Senior Portfolio Manager & Director at RBC Rochdale LLC.
He joined the firm, in 2008 and has over 15 years of professional experience in the financial services industry.
He is responsible for the account management of high-net-worth individual, foundation, and trust portfolios.
In this role, he is responsible for the management of over $1 billion in diversified equity, fixed income, and other assets.
He has also served as an analyst for the Core Equity Portfolio on both the energy and technology sectors.
Upon joining the firm, Mr. Block served as an Investment and Trust Analyst for City National Bank’s Tax and Financial Planning Group.
He then served as an Associate Portfolio Manager where he worked closely with Senior Portfolio Managers in the daily management of client portfolios.
Prior to joining City National, he served as an Analyst at Interactive Data Corporation where he was responsible for portfolio analytics including fixed income pricings, outputs, and models.
He holds a dual BS in Finance and Entrepreneurship from the University of Arizona and a Master’s in Finance with a concentration in Fixed Income from the University of Arizona.
Additionally, he holds the Chartered Financial Analyst designation, the Chartered Alternative Investments Analyst designation, and is a member of the CFA Institute and the CFA Society of Los Angeles.

Postes actifs de Andrew Gregory Block

Sociétés	Poste	Début
City National Rochdale LLC	Gestionnaire de Portefeuille-Actions	10/09/2013

Anciens postes connus de Andrew Gregory Block

Sociétés	Poste	Fin
City National Asset Management, Inc.	Corporate Officer/Principal	-
INTERACTIVE DATA	Corporate Officer/Principal	31/12/2007