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- CFA, CPWA®
- Senior Portfolio Manager
Ms. Crane joined City National Rochdale in 2013 and has over 10 years of experience in the financial services industry. She 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, she is responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management.
Ms. Crane began her financial career at Goldman Sachs where she gained valuable experience working in the high-net-worth division supporting the management of individual clients portfolios. Following her MBA, she continued her path working with high-net-worth clients and families at Credit Suisse Private Bank and Merrill Lynch Private Bank as a Portfolio Manager.
Ms. Crane earned her BS degree in Psychology as well as her MBA in Finance from Brigham Young University. She holds the Chartered Financial Analyst® designation and is a member of the CFA Society of San Francisco. She also holds the Certified Private Wealth Advisor® designation. Ms. Crane is a marathon runner and enjoys traveling around the world to race. She has completed 14 marathons including Paris, Rome, Rio de Janeiro, and New York City. Ms. Crane is passionate about impact investing. She volunteers with various organizations that have a mission to alleviate poverty by providing individuals opportunities for increased economic stability, better housing and healthcare, and the opportunity for education.
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