A Boutique Approach.

We call what we do "Intelligent Personalization”
  • Tailored

    Your private portfolio manager and dedicated City National team design a customized portfolio.

    See What We Do
  • Experienced

    Work with deeply knowledgeable investment professionals practiced in investment management.

    See who we are
  • Optimized

    Learn how we create a personal performance benchmark optimized for each client.

    See Our Asset Allocation Framework

Get Started.

Learn more about our boutique approach to wealth management.
Ask us about a complimentary, comprehensive analysis of your current portfolio.

    Private Banking

  • East – Carolyn J. Finer, CFA, Senior Investment Strategist Email: Carolyn.Finer@cnr.com Phone: (212) 508-5694
  • West – David Antar, Senior Investment Strategist Email: David.Antar@cnr.com Phone: (415) 576-3946

    Entertainment Banking

  • John C. Brouillard, CFA, Wealth Advisor Email: John.Brouillard@cnb.com Phone: (917) 322-0957