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Joshua Schultz

Business Development Specialist

Mr. Schultz joined City National Rochdale in 2017. Based in Chicago, he provides support to the Senior Investment Consultants in the Mid-Western and Rocky Mountain regions. In his role as a Business Development Specialist, Mr. Schultz is responsible for cultivating relationships with financial advisors, CPAs, attorneys, and their clients.

Mr. Schultz was most recently employed by Penn Mutual where he was responsible for building and sustaining relationships with existing advisors, prospecting new business, and providing financial planning support to high-net-worth clients. Prior to joining Penn Mutual, he was a Investment Advisor Representative for Transamerica Financial Advisors.

Mr. Schultz earned his B.S. in Finance from Indiana Wesleyan University. He enjoys trying new restaurants and coffee shops, and traveling to new places with his wife. He also likes staying active and playing soccer with friends.

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