![David P. Bjorndal](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
David P. Bjorndal
Stratège de marché chez
City National Rochdale LLC
Profil
Mr. David P.
Bjorndal, CFA, is a Senior Investment Strategist at RBC Rochdale LLC.
He joined the firm in 2018 and has over 20 years of experience in the investment management industry.
Based in Irvine, he is responsible for working with the Bank’s Private Banking team to lead and facilitate the RBC Rochdale investment business development efforts for high-net-worth private clients and institutions in Orange County and San Diego.
Prior to joining the firm, Mr. Bjorndal was most recently employed at McDonnell Investment Management as their Northeast Divisional Director and Client Portfolio Manager.
He was responsible for consulting with financial advisors, as well as high-net-worth and institutional clients, on portfolio strategy, building and maintaining many long term investment advisory relationships.
Previously, he was an Internal Investment Consultant at Phoenix Investment Partners where he was responsible for helping develop diversified multi-asset investment solutions for financial consultants and their clients.
He started his career at American Express Financial Advisors where he helped private clients plan for and achieve their financial goals.
He earned a BSBA from the Lerner School of Business and Economics at the University of Delaware with a double major in Finance and Marketing, and a minor in Economics.
He holds the Chartered Financial Analyst designation and the Certified Private Wealth Advisor designation.
He is also a Certified Investment Management Analyst and Certified Exit Planning Advisor.
Postes actifs de David P. Bjorndal
| Sociétés | Poste | Début |
|---|---|---|
City National Rochdale LLC
 City National Rochdale LLC Investment ManagersFinance CNR 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. | Stratège de marché | 01/10/2018 |
Anciens postes connus de David P. Bjorndal
| Sociétés | Poste | Fin |
|---|---|---|
Phoenix Investment Partners Ltd.
 Phoenix Investment Partners Ltd. Investment ManagersFinance Provides investment management services | Corporate Officer/Principal | - |
American Express Financial Advisors, Inc. | Corporate Officer/Principal | 31/12/1999 |
McDonnell Investment Management LLC
 McDonnell Investment Management LLC Investment ManagersFinance McDonnell's Investment Management specializes in fixed income investment management solutions. The firm's fixed income group primarily offers investment grade taxable and tax-exempt strategies as well as blended taxable and tax-exempt strategies. Clients select from investment mandates that encompass: core, limited maturity/duration, multi-sector, and customized benchmark blends. Taxable, tax-exempt and blended strategies are provided to separate accounts, managed account programs (wrap programs), sub-advised mutual funds and private funds. McDonnell employs a disciplined, value-added approach to fixed income management which is intended to outperform the market and dampen volatility in relative rates of return. | Sales & Marketing | - |
Formation de David P. Bjorndal
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
61
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Phoenix Investment Partners Ltd.
Phoenix Investment Partners Ltd. Investment ManagersFinance Provides investment management services | Finance |
McDonnell Investment Management LLC
McDonnell Investment Management LLC Investment ManagersFinance McDonnell's Investment Management specializes in fixed income investment management solutions. The firm's fixed income group primarily offers investment grade taxable and tax-exempt strategies as well as blended taxable and tax-exempt strategies. Clients select from investment mandates that encompass: core, limited maturity/duration, multi-sector, and customized benchmark blends. Taxable, tax-exempt and blended strategies are provided to separate accounts, managed account programs (wrap programs), sub-advised mutual funds and private funds. McDonnell employs a disciplined, value-added approach to fixed income management which is intended to outperform the market and dampen volatility in relative rates of return. | Finance |
American Express Financial Advisors, Inc. | |
City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance CNR 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 |
Alfred Lerner College of Business & Economics
 Alfred Lerner College of Business & Economics Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
