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April 2024

Letter from the President:

Q1 2024

As City National Rochdale’s newly appointed President, I am excited to take this opportunity to formally introduce myself and share with you what we have in store for the coming year. Since joining this firm in 2007, I have had the pleasure of working with top-tier investment management and research professionals to deliver the very best solutions to help Advisors and their clients meet their goals. I remain committed to delivering positive changes and ensure that we continue to earn your trust and partnership.

We are investing in people to help lead improved investment performance. We are launching new capabilities to provide more investment insights aligned with a goals-based approach to help clients achieve their personal aspirations. We are introducing improved digital experiences to make staying connected to your relationships easier. We are introducing new communication channels to enhance interactions with portfolio management teams. And we are focused on superior client experience.

These are some of the changes I am committed to delivering. I am dedicated to continuous improvements and always welcome your feedback, which you can share by emailing me directly at I am confident our future is bright and look forward to what we will achieve together.

Read more of this month's Quarterly Update below:

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