Gerard Lee

Portfolio Design Analyst at City National Rochdale - New York, New York, US

Gerard Lee's Contact Details
HQ
(800) 245-9888
Location
Armonk, New York
Company
City National Rochdale
Gerard Lee's Company Details
City National Rochdale logo, City National Rochdale contact details

City National Rochdale

New York, New York, US • 332 Employees
Investment Bank/Securities Brokerage

City National Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations. Working in close partnership with each client’s trusted advisor, our knowledgeable investment professionals develop an insightful “personal benchmark” that is unique to each client. This personal benchmark becomes the blueprint for the portfolio’s strategy and performance. City National Rochdale’s approach allows clients and their advisors to focus on what really matters for long-term investment success while navigating the ever-changing economic environment. Visit our website to learn more about our history, investment philosophy, and the investment professionals who provide customized and proactive portfolio management capabilities for every private client.

Wealth Management Investment Strategies Financial Asset Management Investment Consulting Services
Details about City National Rochdale
Frequently Asked Questions about Gerard Lee
Gerard Lee currently works for City National Rochdale.
Gerard Lee's role at City National Rochdale is Portfolio Design Analyst.
Gerard Lee's email address is ***@cnr.com. To view Gerard Lee's full email address, please signup to ConnectPlex.
Gerard Lee works in the Investment Bank/Securities Brokerage industry.
Gerard Lee's colleagues at City National Rochdale are Hannah Giordano, Ben Goetsch, Don Delano, Maria Palacio, Zoya Obraztsova, Jeremy Walrond, Nikhil Mahajan and others.
Gerard Lee's phone number is (800) 245-9888
See more information about Gerard Lee