Russell Michael Martin

Gestionnaire de Portefeuille-Actions chez City National Rochdale LLC

Profil

Mr. Russell M.
Martin, CFA, is a Central Divisional Managing Director & Senior Portfolio Manager at RBC Rochdale LLC.
He joined the firm in 2014.
He partners with each client’s advisor to develop a customized portfolio based on the client’s investment objectives, time horizon, income needs, and risk tolerance.
He is responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management.
Prior to RBC Rochdale, Mr. Martin worked in a variety of roles at Charles Schwab, including investment research, fund administration, portfolio management, and relationship management.
Additionally, he worked as an Analyst for Shareholder Representative Services, assisting venture capital clients with private sale transactions.
He earned his BS in Finance from California Polytechnic State University, San Luis Obispo, as well as his MS in Financial Analysis & Investment Management from St. Mary’s College.
He is a Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNERTM, and Certified Private Wealth Advisor professional.
He is a member of the CFA Institute and the CFA Society of Houston.

Postes actifs de Russell Michael Martin

Sociétés	Poste	Début
City National Rochdale LLC	Gestionnaire de Portefeuille-Actions	01/05/2014