Mr. Larson joined City National Rochdale in 2021 and has over 10 years of experience in the financial services industry. Based in Texas, he is responsible for cultivating relationships with financial professionals and their clients.
Mr. Larson was previously employed with Whitley Penn as a Wealth Manager in their Wealth Management practice and was responsible for advising high-net-worth families, endowments, foundations, and corporate executives on comprehensive investment strategies including strategic asset allocation, risk management, and tax efficient wealth transfer strategies. Prior to his time at Whitley Penn, Mr. Larson spent six years as a Regional Advisor Consultant at Invesco ltd. There he managed relationships with advisors from across the country and was a key source of information on strategies offered by the firm.
Mr. Larson holds a B.B.A. from Stephen F. Austin University and an M.B.A. from Shorter University, holds the Series 7 and 66 licenses and is a Level 3 candidate for the CFA designation. Outside of work, Mr. Larson enjoys spending time playing baseball with his sons, attending comedy shows with his wife and studying Brazilian Jiu Jitsu.
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