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City National Rochdale U.S. Core Equity Fund Class Servicing(CNRVX)

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29.41 +0.17    +0.58%
29/11 - 延遲資料. USD 貨幣
種類:  基金
市場:  美國
發行者:  City National Rochdale
資產類別:  股票
  • 晨星評級:
  • 總資產: 168.04M
City National Rochdale US Cor Eq Svc 29.41 +0.17 +0.58%

CNRVX綜觀

 
你可在本頁找到深入的City National Rochdale U.S. Core Equity Fund Class Servicing公司檔案,包括CNRVX的主要管理層、總資產、投資策略及聯絡資料,以及各類其他資訊。
類別

Large Growth

總資產

168.04M

費用

0.82%

基金成立

41246

聯絡資訊

地址 c/o SEI Investments Distribution Co.
Oaks,PA 19456
United States
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主要管理層

名稱 主旨 成立於 直至
Amy Chen Senior Equity Analyst 2022 now
自傳 Ms. Chen joined City National Rochdale in 2011. She performs fundamental research for the U.S. Core Equity team. Ms. Chen is the primary analyst for Consumer Discretionary, Staples, Cable/Telecom, Media, and Real Estate sectors. Prior to joining the firm, Ms. Chen was an Equity Research Consultant at Telsey Advisory Group, where she specialized in the apparel, footwear and luxury goods sectors. Early in her career, she also worked for renowned architecture firm Pei Cobb and Freed & Partners, as an architectural designer in New York City. Ms. Chen received her MBA in Finance from Columbia Business School, being a member of the Value Investing Program. She also received her Master in Architecture degree from Yale University. She holds the Chartered Financial Analyst® designation and is a member of the CFA Institute. Ms. Chen enjoys spending time with family and is an avid piano player in classical music.
Thomas A. Galvin Senior Vice President 2012 2024
自傳 Mr. Galvin joined the former Rochdale Investment Management (predecessor to City National Rochdale) in 2012. He works directly with the CIO to guide the firm’s overall equity strategy and is a member of the Asset Allocation Committee. He leads the research and management of this strategy for client accounts. Mr. Galvin has over 30 years of equity investment experience from financial services organizations such as Lehman Brothers, Smith Barney, Forstmann-Leff and UBS. Most recently, he was Managing Partner at Galvin Asset Management, where he managed accounts for high-net-worth individuals. Prior to UBS, he was a Senior Managing Director with Forstmann-Leff Associates. Mr. Galvin earned his BA in Economics from Queens College and his MBA in Finance and Investments from Fordham University. Mr. Galvin is the Founder of the Fordham Wall Street Council and a former board member of the McCaddin-Quirk Foundation, The Lavelle Fund for the Blind and The Maryknoll Society. He is also a member of the New York Society of Security Analysts.
Otis (Tres) Heald Senior Vice President 2012 2015
自傳 Otis “Tres” Heald is Senior Vice President and Director – Equity Investments of CNAM. Mr. Heald has many years of experience and focuses on fundamental equity research. Prior to joining CNB in 2002, Mr. Heald served as SVP and market investment executive for Bank of America Capital Management, and was president of a mutual fund company. Mr. Heald, a Chartered Financial Analyst, holds a master’s degree in business administration from the University of Southern California.
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