Joseph James Querriera
Gestionnaire de Portefeuille-Actions chez City National Rochdale LLC
Profil
Mr. Joseph J.
Querriera, CFA MBA, is a Managing Director & Senior Portfolio Manager at City National Rochdale LLC.
He has over 20 years of experience in portfolio management and equity analysis.
He works closely with the firm’s largest and most complex clients to develop a customized portfolio based on the client’s unique investment objective.
During his tenure at City National, he has served as Equity Analyst covering several sectors including information technology and financials.
Prior to joining City National Rochdale, he served as Second Vice President and Portfolio Manager at Northern Trust where he managed accounts for high-net-worth individuals.
Mr. Querriera earned his MBA from the University of Southern California Marshall School of Business and a Bachelor of Science in Business Administration, with an emphasis in Finance, from California State Polytechnic University, Pomona.
Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Society of Orange County, CFA Society of Los Angeles, and the CFA Institute.
Postes actifs de Joseph James Querriera
| Sociétés | Poste | Début |
|---|---|---|
City National Rochdale LLC
 City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Gestionnaire de Portefeuille-Actions | 10/09/2013 |
Anciens postes connus de Joseph James Querriera
| Sociétés | Poste | Fin |
|---|---|---|
City National Asset Management, Inc.
 City National Asset Management, Inc. Investment ManagersFinance City National Asset Management, Inc. is a registered investment advisor headquartered in Beverly Hills, California. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). They provide investment advisory and shareholder services to individuals and the CNI Charter mutual funds. | Gestionnaire de Portefeuille-Actions | 09/09/2013 |
| NORTHERN TRUST CORPORATION | Corporate Officer/Principal | - |
Formation de Joseph James Querriera
| California State Polytechnic University (Pomona) | Undergraduate Degree |
| USC Marshall School of Business | Masters Business Admin |
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| NORTHERN TRUST CORPORATION | Finance |
| Entreprise privées | 2 |
|---|---|
City National Asset Management, Inc.
City National Asset Management, Inc. Investment ManagersFinance City National Asset Management, Inc. is a registered investment advisor headquartered in Beverly Hills, California. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). They provide investment advisory and shareholder services to individuals and the CNI Charter mutual funds. | Finance |
City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Finance |