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- CFP®, CPWA®
- Investment Consultant
David Little joined City National Rochdale in 2016 and has over 24 years of investment experience. He is responsible for business development in Delaware, Pennsylvania, and New Jersey where he communicates and fosters relationships with financial advisors, CPAs, attorneys, and their high-net-worth clients who may benefit from City National Rochdale’s investment management services.
Prior to joining the firm, Mr. Little spent 16 years at Lockwood Advisors, a subsidiary of The Bank of New York Mellon, in various roles, most recently serving as Senior Client Portfolio Manager. In this role, Mr. Little was responsible for collaborating with and providing independent Advisors, CPAs and broker-dealers with customized investment solutions, portfolio construction guidance, and case-specific analysis to both clients and prospects. Prior to that, Mr. Little held investment consultant and relationship roles at A.G. Edwards & Sons and The Vanguard Group, Vanguard Brokerage Services.
Mr. Little earned his B.A. in Criminal Justice and Sociology from Bloomsburg University of Pennsylvania, where he played baseball as well as mentors current student-athletes. He completed The College for Financial Planning Professional Education Program and is a Certified Financial Planner. In his spare time, he enjoys fishing and spending time outdoors. He has two daughters, one who played softball at La Salle University in Philadelphia and the other one who will compete in gymnastics at the collegiate level.
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