Kashif S. Ahmad, CFA, CPWA®

Managing Director, Senior Investment Consultant

Mr. Ahmad joined City National Rochdale in 1999 and has nearly 20 years of financial industry experience. He is responsible for business development in the Northeast Region covering Connecticut, New Hampshire, Maine, Massachusetts, Rhode Island, and Vermont. He communicates and fosters relationships with high-net-worth investors who may benefit from City National Rochdale’s investment management services.

Previously, he worked at PricewaterhouseCoopers in the Corporate Finance Group, where he was responsible for company valuations and due diligence regarding acquisitions by private equity investment firms. Prior to that, while at M. Sagheer & Co., Mr. Ahmad was involved in investment analysis and recommended investment strategies to high-net-worth individuals.

Mr. Ahmad earned his BS in Finance from the Wharton School of the University of Pennsylvania and his MBA with concentrations in Finance and Strategy from the Yale School of Management. Mr. Ahmad holds the Chartered Financial Analyst® designation. He is a member of the New York Society of Security Analysts and the CFA Institute. Mr. Ahmad lives in Central New Jersey with his wife and two sons. He enjoys traveling, hiking, tennis, and spending time with family and friends.

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