Check the background of registered investment professionals on FINRA's BROKERCHECK
- CFA, CPWA®
- Portfolio Manager
Mr. Izaac joined City National Rochdale in 2016, and today brings with him 15 years of experience in the financial services industry. As a portfolio manager, 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.
Prior to his current role in the firm, Mr. Izaac worked as a Private Client Wealth Analyst at City National Private Bank designing portfolios for high net worth clients. Before that he worked at Merrill Lynch as a financial advisor. Mr. Izaac began his professional career in 2003 at Countrywide Financial where he held various positions in capital market operations, corporate finance, and finally as a portfolio manager on their trading floor.
Adam earned his BA degree in Economics from the University of Southern California as well as his MBA in Finance and Entrepreneurship from the University of California, Los Angeles. He holds the Chartered Financial Analyst® designation, as well as the Certified Private Wealth Advisor® certification. He is a member of the CFA Institute and the CFA Society of Los Angeles. In his free time Adam enjoys spending time with his wife and son and playing guitar.
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