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- CFA, CPWA®
- Portfolio Manager
Mr. Engel joined City National Rochdale in 2015 and has over 15 years of professional experience in the financial services industry. He is responsible for the account management of high-net-worth individual, foundation, and trust portfolios, specializing in portfolio construction designed to fit clients' personalized needs and risk/return parameters.
Prior to joining City National, Mr. Engel was a fixed income research associate at Capital Group, covering both investment grade and high yield companies. He also managed the liquidity position for all tax-exempt American Funds as a municipal bond trader.
Mr. Engel holds a BA in Economics from Yeshiva University. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and CFA Society of Los Angeles. He also holds the Certified Private Wealth Advisor® designation. In his off-time, he enjoys spending time with his children, baking, and playing basketball.
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