
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.