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Carolyn J. Finer
- Managing Director
- Senior Investment Strategist
Ms. Finer joined City National Rochdale in 2015 and has over 25 years of experience in the investment management industry. Based in New York, City, she is responsible for working with City National's Private Banking division to lead and facilitate the investment business development efforts for high-net-worth private clients and institutions.
Prior to joining the firm, Ms. Finer was most recently employed at UBS Financial Services in the Private Wealth Management Division. As a Private Wealth Advisor and Senior Portfolio Manager, she was a partner on a team where she led the development and delivery of strategic and tactical investment solutions and portfolio management for her high-net-worth clients. Ms. Finer began her career at JP Morgan where she worked in the Private Bank as a portfolio manager serving both international and U.S. based clients during her 16 year tenure. She also worked at Bank of America, U.S. Trust where she served as a Senior Portfolio Manager on a team dedicated to providing customized wealth management solutions to high-net-worth clients.
Ms. Finer earned a BA from Georgetown University with a double major in Finance and International Management. She also earned an MBA in Finance from Fordham University. She holds the Chartered Financial Analyst® designation and is a member of the CFA Institute. Ms. Finer is a committee member of City National's Women's Network in New York. She is active in her community as a member of the Two Rivers Women in Business Consortium, the Middletown Tennis Association and has served on a local private school board. In 2019, she was named one of 2019's Notable Women in Banking and Finance by Crain's New York Business. The recognition goes to women who demonstrate exemplary achievement within both their organizations and their communities.
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