Gregory S. Kaplan, CFA

Director of Fixed Income, Managing Director

Mr. Kaplan joined City National Rochdale in 2004 and has over 32 years of experience in the financial industry. As Director of Fixed Income, he is responsible for both taxable and tax-exempt fixed income management across the firm. Mr. Kaplan is a member of the firm’s Investment Strategy Committee and is the lead manager on the City National Rochdale California Tax-Exempt Bond Fund and co-manager on the Corporate and Intermediate Bond funds.

Prior to joining City National, he served as Vice President and Portfolio Manager for Robertson Stephens Asset Management, where he was responsible for managing all aspects the fixed income separate account business. This included market and securities research, trading and portfolio construction as well as performance analysis and client presentations. His earlier career experience included institutional portfolio management at Mentor Investment Group, commercial credit at NationsBank, and securities lending at Prudential Insurance Company.

Mr. Kaplan holds a BS in Finance from Rutgers University in New Jersey and an MBA in Finance from The Pamplin School of Business at Virginia Tech. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the CFA Society of San Francisco. Mr. Kaplan is a proud father and in his spare time enjoys international travel, cycling, and sailing on the San Francisco Bay.

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