Check the background of registered investment professionals on FINRA's BROKERCHECK
Photo of Richard
Limekiller
-
Richard Limekiller
- CFA, CFP®, CPWA®
- Managing Director
- Senior Portfolio Manager
Mr. Limekiller joined City National Rochdale in 2012. He is responsible for developing customized investment, asset allocation and retirement planning strategies for high-net-worth individuals and businesses.
Prior to joining the firm, Mr. Limekiller was with U.S. Trust where he began his professional career in 1993. Most recently he was a senior portfolio manager in the bank’s High Net Worth Group and was responsible for managing balanced investment portfolios and developing comprehensive investment plans for high-net-worth clients.
Mr. Limekiller holds a BA from Boston University in Massachusetts. He is a Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNERTM, and Certified Private Wealth Advisor® professional. He is a member of the CFA Institute, the New York Society of Security Analysts, and the Financial Planning Association of New York. Mr. Limekiller lives in New Jersey with his wife and is the proud father of three young children. He enjoys being active in the community and serves on the board of directors and as a coach for the Lincroft Little League.
Get to know us.
If you have clients with more than $1 million in investable assets and want to find out about the benefits of our intelligently personalized portfolio management, speak with an investment consultant near you today.
If you’re a high-net-worth client who's interested in adding an experienced investment manager to your financial team, learn more about working with us here
Top