Sheldon C. Brandau, CFA, CAIA

Managing Director, Senior Portfolio Manager

Mr. Brandau joined City National Rochdale in 2009 and has over 20 years of investment management experience. He works closely with each client’s advisor 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, he worked as a Financial Advisor and Portfolio Manager at Merrill Lynch within the firm’s Private Banking and Investment Group, designing and implementing investment strategies for affluent clients. His responsibilities also included due diligence research, trading, and portfolio management functions. Prior to joining Merrill Lynch, Mr. Brandau worked at State Street Corporation where he was a Senior Officer, managing the investment analysis and performance reporting for the firm’s Section 529 College Savings Plans. Mr. Brandau began his investment and financial career at Sanford C. Bernstein & Co., Inc., serving as the firm’s Investment Planning Analyst for the Southeast Region. 

Mr. Brandau holds a BS in Management from Purdue University and an MBA in Finance and Statistics from New York University, Stern School of Business. He holds the Chartered Financial Analyst® designation and the Chartered Alternative Investment Analyst designation. He is a member of the CFA Institute, the CFA Society of South Florida, and the CAIA Association. Mr. Brandau is originally from Indiana. He enjoys watching college sports and spending time with his wife and two daughters.

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