Broker Check

Company Name - City, State

  • 540 Ritchie Highway
    Suite 300
    Severna Park, MD 21146
  • (410) 518-6823
Brandon Marty, CFA

Brandon Marty, CFA

Associate Portfolio Manager

  • City National Rochdale* - Manage trading, allocation changes and portfolio rebalancing
  • Conduct welcome calls and quarterly review meetings
  • Trade complex portfolios
  • Address client and FA inquiries
  • Stand in for PM when not available
  • BA in Finance from University of Massachusetts, Amherst
  • MBA in Finance from Fordham University
  • Holds Chartered Financial Analyst designation and is a member of the CFA Institute


* City National Rochdale and its associates are not registered or affiliated with Founders Financial Securities.