Profil
Mr. Thomas Kuo is Senior Quantitative Analyst at City National Rochdale LLC.
He joined the firm in September 2013.
He joined the former City National Asset Management (predecessor to City National Rochdale) in 2000 and has over 10 years of experience in the investment management industry, with most of his time spent in the field of equity research, analysis and portfolio management.
He is responsible for quantitative investment research, as well as, the account management of high-net-worth individual and trust portfolios.
Mr. Kuo also serves as the co-manager of City National Rochdale Diversified Equity Mutual Fund.
Mr. Kuo holds a bachelor’s degree in business administration, with an emphasis in Finance, from California State Polytechnic University in Pomona.
He is a member of the CFA Institute and the CFA Society of Los Angeles.
Anciens postes connus de Thomas Kuo
| 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 |
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. | Analyst-Equity | - |
Formation de Thomas Kuo
| California State Polytechnic University (Pomona) | Undergraduate Degree |
Expériences
Fonctions occupées
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| 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 |
