Max Sasso

Senior Portfolio Manager

Mr. Sasso joined City National Rochdale in 1997 and has over 20 years of experience in the investment management industry, with most of his time spent in the field of equity research, analysis, and portfolio management. He is responsible for the management of employee benefit plans, foundations, and individual client portfolios.

During his tenure at City National, he has served as both an Equity Analyst and Portfolio Manager. Mr. Sasso has covered several sectors of equity markets over his career including, but not limited to, Consumer, Financial, Industrial, and Technology stocks. He also co-managed the CNI Charter Large Cap Value Fund and managed the CNAM Small Cap Equity Strategy.

Mr. Sasso holds a B.A. from the University of California, Los Angeles, and an M.B.A. from Columbia Business School and the University of California, Berkeley, Haas School of Business. He is a member of the CFA Society of San Francisco and the CFA Institute. In his off-time, Mr. Sasso may be found fly fishing in the rivers and streams of Northern California. He also enjoys cooking, reading and spending time with his family.

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