Julz Schwingler, CFA, CFP® , CPWA ®

Managing Director, Senior Investment Consultant

Ms. Schwingler joined City National Rochdale in 2015 and has over 30 years of experience in the financial services industry. Located in Minnesota, she is responsible for business development throughout the Mid-Western Region where she communicates and fosters relationships with financial professionals and their high-net-worth clients.

Prior to joining the firm, Ms. Schwingler served as a Regional Vice President at several asset management firms, including Chase, Dreyfus, and BlackRock. In each of her previous roles, she consulted with financial advisors and their clients, bringing investment insights and practice management strategies to the relationships. Ms. Schwingler began her career as a financial advisor in Minneapolis, where she worked regularly with business owner clients.

Ms. Schwingler received her BA from St. Olaf College in Minnesota and holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and CFA Society Minnesota. Additionally, she is a Certified Financial Planner and a Certified Investment Management Analyst. When she is not meeting with clients or advisors, you can find her playing pond hockey with her husband, three kids, and two dogs.

Check the background of registered investment professionals on FINRA's BrokerCheck

Get to know us.

If you have a client with more than $1 million in investable assets and want to find out more about how our investment team could benefit them, talk to 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