Check the background of registered investment professionals on FINRA's BROKERCHECK
Photo of Jason
Fabozzi
-
Jason Fabozzi
- Head of Business Development Solutions / CRM
- Managing Director
Mr. Fabozzi joined City National Rochdale in 2018 and brings more than 25 years of experience in wealth management, asset management, and digital transformation. He currently leads Business Development Solutions which includes analytic reporting, colleague performance measurement, incentive compensation and our Salesforce ecosystem across CNR and the Private Bank.
Prior to joining the firm, Mr. Fabozzi held leadership roles at Bridgewater Associates, Morgan Stanley, and IBM Business Consulting Services.
Mr. Fabozzi earned an MBA from the Wharton School of Business in addition to a B.A. in Communications from the University of Pennsylvania and a B.S. Economics from the Wharton School (undergraduate).
Get to know us.
If you have clients with more than $1 million in investable assets and want to find out about the benefits of our intelligently personalized® portfolio management, speak with an investment consultant near you today.
If you’re a high-net-worth client who's interested in adding an experienced investment manager to your financial team, learn more about working with us here
Top