Roman Alpert, CFA

Senior Portfolio Manager

Mr. Alpert joined City National Rochdale in 2016 and has over 10 years of experience in the financial services industry. He works closely with clients and their advisors to develop a customized portfolio based on the client’s investment objective, time horizon, income needs, and tolerance for market volatility. In this role, he is responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management.

Previously, Mr. Alpert worked at U.S. Trust as a portfolio manager within the Global Wealth and Investment Management group. His responsibilities included managing high-net-worth individual accounts across all asset classes employing individual securities, traditional, and alternative third party managers, as well as internal product offerings. In addition, Mr. Alpert served as a portfolio manager on an internally-managed global equities fund that was quantitatively driven with a fundamental overlay with assets under management exceeding $1.5B. Prior to that, he worked at FactSet Research Systems as a consultant providing investment support and work-flow consulting services to San Francisco based buy-side clients. Mr. Alpert began his career at Danro Corporation (an Arizona based family office) serving as analyst in a generalist capacity, as well as a business development officer.

Mr. Alpert holds a BS in Business and Public Administration from the University of Arizona and a Masters of Science in Financial Analysis from the University of San Francisco. He holds the Chartered Financial Analyst® Designation and is a member of the CFA Institute and New York Society of Security Analysts. Mr. Alpert enjoys traveling and is a spin cycle enthusiast. He has volunteered his time to Citizen Schools teaching an afterschool program to middle school children.

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