Check the background of registered investment professionals on FINRA's BROKERCHECK
- Investment Consultant
Mr. Schultz joined City National Rochdale in 2017 and has over 10 years of experience in the financial services industry. In his role as an Investment Consultant, he is responsible for business development throughout the Mid-Western & Rocky Mountain Regions where he communicates and fosters relationships with financial professionals and their high-net-worth 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 an Investment Advisor Representative for Transamerica Financial Advisors.
Mr. Schultz holds the Certified Private Wealth Advisor® designation. He earned his B.S. from Indiana Wesleyan University while being a student Athlete and part of the Men’s Soccer Team. He now enjoys spending time with his wife and puppy in Chicago. He is an avid food, coffee and travel enthusiast and enjoys staying active through sports, cycling and spending time outdoors.
Get to know us.
If you have clients with more than $1 million in investable assets and want to find out about the benefits of our intelligently personalized portfolio management, speak with an investment consultant near you today.
If you’re a high-net-worth client who's interested in adding an experienced investment manager to your financial team, learn more about working with us here