Greg Kaplan's Colleagues at City National Rochdale
Sandy Lelievre
Senior Vice President/Director, Client Service, Operations & Strategic Initiatives
Greg Kaplan's Contact Details
(800) 245-9888
San Francisco Bay Area
City National Rochdale
Greg Kaplan's Company Details
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.