Carolyn J. Finer, CFA

Managing Director, Senior Investment Strategist

Ms. Finer joined City National Rochdale in 2015 and has over 23 years of experience in the investment management industry. Based in New York City, she is responsible for working with the Bank’s Private Client Services team to lead and facilitate the City National Rochdale investment business development efforts for high-net-worth private clients and institutions.

Prior to joining the firm, Ms. Finer was most recently employed at UBS Financial Services in the Private Wealth Management Division. As a Private Wealth Advisor and Senior Portfolio Manager, she was a partner on a team where she led the development and delivery of strategic and tactical investment solutions and portfolio management for her high-net-worth clients. Ms. Finer began her career at JPMorgan where she worked in the Private Bank as a Portfolio Manager serving both international and U.S. based clients during her 16 year tenure. She also worked at Bank of America, U.S. Trust where she served as a Senior Portfolio Manager on a team dedicated to providing customized wealth management solutions to high-net-worth clients.

Ms. Finer earned a BA from Georgetown University with a double major in Finance and International Management. She also earned her MBA in Finance from Fordham University. She holds the Chartered Financial Analyst® designation and is a member of the CFA Institute. Ms. Finer is active in her community as a member of the Two Rivers Women in Business Consortium and the Middletown Tennis Association.

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