![Terrence James Loughran](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>)
Terrence James Loughran
Portfolio Manager-Fixed Income chez
City National Rochdale LLC
Profil
Mr. Terrence J.
Loughran, CFA MBA, is a Senior Portfolio Manager & Director at RBC Rochdale LLC.
He joined the firm in 2007 and has over 20 years of experience in the investment industry.
He is responsible for managing Tax-Exempt Fixed Income portfolios for high-net-worth clients.
Prior to joining RBC Rochdale LLC, Mr. Loughran was Vice President of municipal bond trading at Southwest Securities and at Fidelity Capital Markets, and a Municipal Bond Marketing Specialist at Merrill Lynch.
He holds a BA in History from the University of Notre Dame and a MBA from the UCLA Anderson School of Management.
Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Orange County.
Postes actifs de Terrence James Loughran
| 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. | Portfolio Manager-Fixed Income | 10/09/2013 |
Anciens postes connus de Terrence James Loughran
| Sociétés | Poste | Fin |
|---|---|---|
City National Asset Management, Inc.
 City National Asset Management, Inc. Investment ManagersFinance Profile Unavailable | Corporate Officer/Principal | 09/09/2013 |
Hilltop Securities, Inc.
 Hilltop Securities, Inc. Investment Banks/BrokersFinance Provides investment banking and wealth management services | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc.
 Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
National Financial Services LLC (Trading Arm)
 National Financial Services LLC (Trading Arm) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de Terrence James Loughran
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
91
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
City National Asset Management, Inc.
City National Asset Management, Inc. Investment ManagersFinance Profile Unavailable | Finance |
University of Notre Dame
 University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
National Financial Services LLC (Trading Arm)
National Financial Services LLC (Trading Arm) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Hilltop Securities, Inc.
Hilltop Securities, Inc. Investment Banks/BrokersFinance Provides investment banking and wealth management services | Finance |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
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 |
UCLA Anderson School of Management
 UCLA Anderson School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
