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- CFA, CPA, CFP®, CMT®, CPWA®, AIF®
- Senior Investment Consultant
Mr. McDaniel joined City National Rochdale in 2014 and has over 20 years of financial industry experience. Located in Tampa, he is responsible for developing and fostering relationships along the West Coast of Florida with CPAs, attorneys, financial advisors, and their clients who may benefit from City National Rochdale's customized investment management services.
Most recently, Mr. McDaniel was employed at Sentinel Investments where he served as a Product Specialist responsible for institutional and retail client relationships. Prior to that, he served as an Investment Strategist at Deutsche Bank, where he performed research to develop the firm's asset allocation and was a member of the U.S. Investment Committee. Mr. McDaniel began his career at Arthur Andersen, where he performed tax consulting and compliance services.
Mr. McDaniel received his BS and MS in Accounting with a specialization in Tax from the Fisher School of Accounting at the University of Florida. He also received his MBA from the University of South Florida, with specializations in Financial Market and Institutions, International Business, and Finance. Mr. McDaniel holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and CFA Society Tampa Bay. He is a Certified Public Accountant in the state of Florida and a member of the FICPA and AICPA. Additionally, he is a CERTIFIED FINANCIAL PLANNERTM, Chartered Market Technician®, Certified Private Wealth Advisor® and Accredited Investment Fiduciary®. Mr. McDaniel spends most of his free time with his family, his wife, Jessica and three kids, Rebecca, Reese, and Benjamin.
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