Profil
Mr. Charles D.
Boettcher is a Southwest Divisional Managing Director & Senior Portfolio Manager at RBC Rochdale LLC.
He joined the firm in 2007 and has nearly 30 years of professional experience in investment management.
He manages portfolios totaling over $2.5 billion in client assets, specializing in portfolio construction designed to fit clients' personalized needs and risk/return parameters.
He is a member of the Senior Management Team where he is responsible for cross-functional leadership, decision-making, and implementation of strategic mandates and policies for RBC Rochdale.
Further, he is a member of the Portfolio Manager Council leading efforts in all aspects of portfolio management as well as managing equity and balanced portfolio managers.
Prior to joining the firm, Mr. Boettcher worked as a Portfolio Manager and Senior Investment Officer at Northern Trust, where he was responsible for the management of client portfolios, as well as the portfolio managers and investment staff in the Westwood office.
He received his Bachelor of Arts in Political Science from the University of California, Berkeley.
Postes actifs de Charles David Boettcher
| Sociétés | Poste | Début |
|---|---|---|
City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance RBC Rochdale 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 | 10/09/2013 |
Anciens postes connus de Charles David Boettcher
| Sociétés | Poste | Fin |
|---|---|---|
City National Asset Management, Inc.
City National Asset Management, Inc. Investment ManagersFinance Profile Unavailable | Corporate Officer/Principal | 31/08/2013 |
Northern Trust of California, NA
Northern Trust of California, NA Investment ManagersFinance NTC's balanced management investment philosophy is based on the belief that effective asset allocation takes place at both the strategic (long-term) and tactical (short-term) levels. The firm holds that the allocation between asset classes and security types is the most critical decision that clients face. NTC balances client needs with market considerations, reviews tactical decisions in a strategic context, and strives to build well-defined investment strategies that utilize a range of fixed-income and equity instruments. | Gestionnaire de Portefeuille-Actions | - |
Formation de Charles David Boettcher
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
City National Asset Management, Inc.
City National Asset Management, Inc. Investment ManagersFinance Profile Unavailable | Finance |
Northern Trust of California, NA
Northern Trust of California, NA Investment ManagersFinance NTC's balanced management investment philosophy is based on the belief that effective asset allocation takes place at both the strategic (long-term) and tactical (short-term) levels. The firm holds that the allocation between asset classes and security types is the most critical decision that clients face. NTC balances client needs with market considerations, reviews tactical decisions in a strategic context, and strives to build well-defined investment strategies that utilize a range of fixed-income and equity instruments. | Finance |
University of California, Berkeley
University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance RBC Rochdale 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 |
















