Check the background of registered investment professionals on FINRA's BROKERCHECK
- Business Development Specialist
Ms. Roughley joined City National Rochdale in 2018. In her role, Ms. Roughley provides support to the Senior Investment Consultants in the Mid-Atlantic and Great Lakes regions. As Business Development Specialist, she is responsible for cultivating relationships with financial advisors, CPAs, attorneys, and their clients.
Before advancing to her current role, Ms. Roughley was a member of the Portfolio Strategy & Design team where she worked with Senior Investment Consultants to evaluate high-net-worth client portfolios and develop investment strategies that align with the clients’ unique needs. Prior to joining City National Rochdale, Ms. Roughley was a financial advisor at Hennion & Walsh where she earned her Series 7, 63, and 65 licenses. In this role, Ms. Roughley created comprehensive financial plans to provide clients with investment strategies, retirement planning, tax information, and insurance options centered around their individual goals.
Ms. Roughley earned her B.B.A. in Finance from Villanova University. She is currently a 2023 Level II Candidate for the CFA Program. Ms. Roughley enjoys spending her time with family and friends, and is an avid fan of New York sports teams and Villanova basketball.
Get to know us.
If you have clients with more than $1 million in investable assets and want to find out about the benefits of our intelligently personalized portfolio management, speak with an investment consultant near you today.
If you’re a high-net-worth client who's interested in adding an experienced investment manager to your financial team, learn more about working with us here