Mr. Betts joined City National Rochdale in 2018 and has nearly 10 years of experience in the financial services industry. He works as a Business Development Specialist providing support to the Senior Investment Consultants in the Pacific Northwest. Mr. Betts is responsible for cultivating relationships with Financial Advisors, CPAs, and Broker-Dealers with the objective to provide them with intelligently personalized portfolio management solutions for their high-net-worth clients.
Prior to joining the firm, Mr. Betts was a consultant for Beneco, an Alpine Investor owned retirement plan company. He provided guidance in the establishment of company sponsored 401k plans. Prior to that, Mr. Betts worked as an Internal Wholesaler for American Funds, marketing their Mutual Funds and SMA's to financial advisors in the San Francisco Bay area.
Mr. Betts earned his BA in Economics from Manhattan College. He maintains an active lifestyle through golfing and snowboarding. He also enjoys travelling, particularly to New York, in order to visit family.
Check the background of registered investment professionals on FINRA's BrokerCheck