Chuck Alberton

Plus aucun poste en cours

Finance

Consumer Services

Profil

Charles Paul Alberton formerly worked at Lehman Brothers Holdings, Inc., as Principal, Wells Fargo & Co., as Principal, Rochdale Investment Management LLC, as Vice President & Senior Portfolio Manager from 2012 to 2013, and City National Rochdale LLC, as Senior Portfolio Manager in 2025.
Mr. Alberton received his Masters Business Admin degree from the University of Notre Dame and undergraduate degree from California State University-Chico.

Anciens postes connus de Chuck Alberton

Sociétés	Poste	Fin
City National Rochdale LLC City National Rochdale LLC Investment ManagersFinance CNR employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments.	Gestionnaire de Portefeuille-Actions	01/09/2025
Rochdale Investment Management LLC Rochdale Investment Management LLC Investment ManagersFinance Rochdale Investment Management (RIM) provides affluent individuals and families with innovative and customized portfolio management based on proprietary research competencies. The firm also manages the Rochdale family of mutual firms. RIM is a growth manager that researches companies using a fundamental quantitative process in combination with qualitative reasoning. Steady growth companies are evaluated on earnings growth, price momentum, and analyst sentiment. Cyclical growth companies are evaluated based on their ability to generate increasing cash flow. They also utilize a price strength indicator to focus on those cyclical growth companies most likely to be recognized earlier as strong performers. Each analyst develops research on companies using information from a variety of sources to assess the prospects for growth in revenue and earnings as well as potential stock price appreciation. For those companies that meet their fundamental criteria, RIM develops proprietary financial models to determine the valuation level at which they consider them attractively priced. Once purchased, companies are monitored for changes in their fundamentals and in industry conditions. The firm will continue to own a company as long as its revenue and earnings growth continues in line with their expectations, valuation is attractive and industry trends remain favorable. RIM clients may access large company holdings through individual equities or through their proprietary funds.	Gestionnaire de Portefeuille-Actions	31/08/2013
WELLS FARGO & COMPANY	Corporate Officer/Principal	-
Lehman Brothers Holdings, Inc. Lehman Brothers Holdings, Inc. Financial ConglomeratesFinance Provides financial and investment banking services	Corporate Officer/Principal	-

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Entreprise privées	6
Lehman Brothers Holdings, Inc. Lehman Brothers Holdings, Inc. Financial ConglomeratesFinance Provides financial and investment banking services	Finance
Wells Fargo & Co. Wells Fargo & Co. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer, commercial, corporate, investment banking and wealth management services	Finance
Rochdale Investment Management LLC Rochdale Investment Management LLC Investment ManagersFinance Rochdale Investment Management (RIM) provides affluent individuals and families with innovative and customized portfolio management based on proprietary research competencies. The firm also manages the Rochdale family of mutual firms. RIM is a growth manager that researches companies using a fundamental quantitative process in combination with qualitative reasoning. Steady growth companies are evaluated on earnings growth, price momentum, and analyst sentiment. Cyclical growth companies are evaluated based on their ability to generate increasing cash flow. They also utilize a price strength indicator to focus on those cyclical growth companies most likely to be recognized earlier as strong performers. Each analyst develops research on companies using information from a variety of sources to assess the prospects for growth in revenue and earnings as well as potential stock price appreciation. For those companies that meet their fundamental criteria, RIM develops proprietary financial models to determine the valuation level at which they consider them attractively priced. Once purchased, companies are monitored for changes in their fundamentals and in industry conditions. The firm will continue to own a company as long as its revenue and earnings growth continues in line with their expectations, valuation is attractive and industry trends remain favorable. RIM clients may access large company holdings through individual equities or through their proprietary funds.	Finance
University of Notre Dame University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
California State University-Chico California State University-Chico Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
City National Rochdale LLC City National Rochdale LLC Investment ManagersFinance CNR employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments.	Finance