Alok Gupta, PhD

Principal Strategy Officer, Senior Managing Director

Mr. Gupta joined City National Rochdale in 2018 as the Principal Strategy Officer and has over 20 years of experience in the financial services industry. He is responsible for leading the company's executive strategic planning process, overall growth and transformation strategy development, and execution collaboration. Mr. Gupta manages the Strategy Office and is focused on identifying ways to accelerate profitable growth. He works very closely with all departments to drive coherence between strategy and execution. Additionally, he is a member of the Executive Management team.

Prior to City National Rochdale, Mr. Gupta has served as a leader in large strategy consulting firms such as McKinsey, PwC, and The Cambridge Group where he helped C-suite clients in the areas of innovation-led growth strategy and digital transformation. As a consultant, he served some of the largest banks and wealth managers in the U.S. - across a variety of strategic and tactical issues. His work is typically anchored in insights and analytics. Most recently, Mr. Gupta was a leader in the Strategy and Transformation practice of Capgemini Consulting.

Mr. Gupta earned a PhD in Business from Stern School of Business, New York University, an MBA from S.P. Jain Institute of Management and Research, and a Bachelor's in Mechanical Engineering from University of Mumbai. He enjoys spending time with his two sons - and also participates in some of their activities alongside them such as learning the Tabla (Indian drums).

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