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- CFA, CFP®, CPWA®, CEPA
- Eastern Divisional Managing Director
- Senior Investment Consultant
Mr. Cox joined City National Rochdale in 2001 and has over 30 years of diversified financial industry experience. As Eastern Divisional Managing Director, he oversees sales and business development in the region. This includes developing sales strategy and best practices, as well as recruitment and training of new investment consultants. Mr. Cox is also directly responsible for business development throughout the Mid-Atlantic where he communicates and fosters relationships with high-net-worth investors and their financial advisors.
Prior to joining the firm, Mr. Cox spent 12 years at Marsh & McLennan as a Managing Account Executive in the Reinsurance division. In this role, Mr. Cox was an advisor to senior executives of client insurance companies on financial management strategies.
Mr. Cox earned his BA from Cornell University and his MBA from Columbia University. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute. Mr. Cox is also a Certified Financial Planner. Since 2003, he has lived in Richmond, VA with his wife, Angela, and their two boys, William and Charlie.
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