Brandon joined City National Rochdale in 2017 and has over 15 years of investment management and financial services 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.
Prior to joining City National Rochdale, Mr. Burns served as a Portfolio Manager and Executive Director of Trading & Research at Lyons Wealth. During this time, he focused on portfolio construction, investment analysis and served as the head of multi-asset class trade execution.
Mr. Burns holds a BA in International Business & Economics from Rollins College, as well as an MBA in Finance & Entrepreneurship from Crummer Graduate School of Business. Having been a member of the US National Junior Hockey Team, Brandon continues coaching youth hockey to this day. He enjoys spending time with his loving wife, Cassie, and their daughter.
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