Martin Sobolewski, CFA

Senior Investment Consultant

Mr. Sobolewski joined City National Rochdale in 2018 with over 15 years of experience in the financial services industry. Based in Seattle, he is responsible for business development in the Pacific Northwest and partners with Financial Advisors and CPAs to develop customized investment strategies for their high-net-worth clients.

Prior to joining City National Rochdale, Mr. Sobolewski was a Financial Advisor with JP Morgan Securities responsible for business development and managing a book of $1.2 billion in client assets. Before JP Morgan, Mr. Sobolewski was a Regional Director at Dimensional Fund Advisors, where he advised Financial Advisors on investment allocation and custom strategies to help deliver an outstanding investment experience to high-net-worth clients.

Mr. Sobolewski received his BBA in Business Administration from the University of Washington in Seattle and his MBA from UCLA's Anderson School of Management. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the CFA Society of Seattle. Originally from Seattle, Mr. Sobolewski enjoys international travel, adventure sports, cultural and culinary exploration, trail running, and spending time with family and friends.

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