Joseph J. Querriera, CFA, CPWA®

Managing Director, Senior Portfolio Manager

Mr. Querriera joined City National Rochdale in 2004 and has over 20 years of experience in portfolio management and equity analysis. He works closely with the firm’s largest and most complex clients to develop a customized portfolio based on the client’s unique investment objective. During his tenure at City National, he has served as equity analyst covering several sectors including information technology and financials and also previously co-managed the CNI Charter Large Cap Growth Equity Fund and High Dividend Equity strategy.

Prior to joining City National, he served as Second Vice President and Portfolio Manager at Northern Trust where he managed accounts for high-net-worth individuals.

Mr. Querriera earned his MBA from the University of Southern California Marshall School of Business and a BS in Business Administration, with an emphasis in Finance, from California State Polytechnic University, Pomona. Additionally, he holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Orange County, CFA Society of Los Angeles, and the CFA Institute. Mr. Querriera and his wife are the proud parents of four children. In his free time he enjoys playing tennis, skiing, and traveling.

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