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Jesse M. Flatt
- CFA, CPWA®
- Portfolio Manager
Mr. Flatt joined City National Rochdale in 2020 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.
He began his career in 2010 as an Associate in the Global Wealth Management Group at Morgan Stanley, building core-satellite portfolios and focusing on esoteric asset classes. He earned diverse experience in portfolio and risk management, asset allocation, advisory solutions, and strategy with tenures at Merrill Lynch, First Republic Private Wealth Management, and BlackRock. Most recently, Mr. Flatt worked at Invesco Ltd. as a Client Portfolio Manager to institutional and retail clients, covering global investment grade, high yield, and multi-sector credit strategies.
Mr. Flatt earned his BS in Finance and Business Economics from California State University, East Bay and his MBA from Yale University where he specialized in Asset Management. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the CFA Society of San Francisco. Mr. Flatt also holds the Certified Private Wealth Advisor® designation. Jesse is a proud father of his daughter and during his free time enjoys traveling with his family, exploring culinary adventures and rooting for Bay Area sports teams.
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