Mr. Clifford joined City National Rochdale in 2014 and has nearly 15 years of experience in the financial services industry. He works closely with each client's advisor to develop a customized portfolio based on the client's investment objective, time horizon, income needs, and tolerance for market volatility. In this role, he is responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management.
Before starting at City National Rochdale, Mr. Clifford worked at Morgan Stanley Wealth Management as a Financial Advisor where he worked with high net worth clients and created investment solutions for their financial needs including strategies focused on capital appreciation, wealth preservation, debt management, and estate planning. Prior to MS he worked at Valley National Bancorp as a Commercial Loan officer where he worked with business owners and real estate developers to structure and underwrite credit solutions to meet their working capital needs and long term growth goals.
Mr. Clifford earned his Bachelors degree in Economics from the University of Maryland and his MBA in Finance from Seton Hall University. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and New York Society of Security Analysts. Additionally, Mr. Clifford is a Certified Financial Planner professional and a member of the CFP Board. He spends most of his time with his wife and two young children but he also enjoys playing basketball and craft beer.
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