David Phillip Garza
Geen lopende functies
Profiel
Mr. David P.
Garza is a Managing Director at City National Rochdale LLC.
He is also a Director of Portfolio Management of the firm.
He joined the firm in 2014 and has over 20 years of investment management experience.
He manages all of firms portfolio managers and is responsible for effectively implementing and communicating firms investment recommendations to portfolio managers, sales investment consultants, and internal and external advisors.
Prior to joining City National Rochdale, Mr. Garza was most recently employed with BNY Mellon as a Portfolio Management Senior Director, where he was responsible for managing and leading a portfolio management team that served high-net-worth and ultra-high-net-worth clients, as well as representing the firm’s investment strategy and outlook at public speaking events.
He began his portfolio management career as a Portfolio Manager at Roxbury Capital Management, where he was responsible for product and portfolio management, as well as serving as both a technology and consumer products analyst.
Additionally, he was a member of a two-person team responsible for business growth of $300 million to $2 billion in assets.
He later transitioned into a Portfolio Management Managing Director and Partner, where he helped guide portfolio strategy, determined sector weightings, and evaluated economic outlook and risk management.
Furthermore, he assisted in the management of $4 billion in institutional assets and in developing a firm-wide model portfolio.
Mr. Garza holds a BA in Economics from the University of California, Los Angeles.
He is a Certified Public Accountant in the State of California.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute.
He is also a member of the board of directors for the Los Angeles Master Chorale.
Eerdere bekende functies van David Phillip Garza
| Bedrijven | Functie | Einde |
|---|---|---|
City National Rochdale LLC
 City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Portefeuillebeheerder-Aandelen | 12-04-2017 |
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Portefeuillebeheerder-Aandelen | 30-11-2014 |
Delta Asset Management (California)
 Delta Asset Management (California) Investment ManagersFinance Founded in 1991, Delta Asset Management is a registered investment advisor located in Los Angeles. The firm is a subsidiary of BMO Asset Management Corp. and their ultimate parent is Bank of Montreal (NYSE: BMO). | Analyst-Equity | - |
Roxbury Capital Management LLC
 Roxbury Capital Management LLC Investment ManagersFinance Founded in 1986, Roxbury Capital Management LLC is a registered investment advisor headquartered in Minnetonka, Minnesota. The firm provides investment management services to corporate funds, employee benefit plans, endowments, foundations, individuals and Taft Hartley plans. | Corporate Officer/Principal | - |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Corporate Officer/Principal | - |
Opleiding van David Phillip Garza
| University of California, Los Angeles | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
Engemann Asset Management
 Engemann Asset Management Investment ManagersFinance Founded in 1969 by Roger Engemann, Engemann Asset Management, formerly Roger Engemann & Associates, Inc., is a registered investment advisor firm located in San Francisco. Los Angeles. The firm is a subsidiary of Virtus Investment Partners, Inc. (NasdaqGM: VRTS). They specialize in the management of growth-oriented investment portfolios for individuals, corporations, foundations, endowments, trusts and retirement plans | Finance |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Commercial Services |
Roxbury Capital Management LLC
Roxbury Capital Management LLC Investment ManagersFinance Founded in 1986, Roxbury Capital Management LLC is a registered investment advisor headquartered in Minnetonka, Minnesota. The firm provides investment management services to corporate funds, employee benefit plans, endowments, foundations, individuals and Taft Hartley plans. | Finance |
Delta Asset Management (California)
Delta Asset Management (California) Investment ManagersFinance Founded in 1991, Delta Asset Management is a registered investment advisor located in Los Angeles. The firm is a subsidiary of BMO Asset Management Corp. and their ultimate parent is Bank of Montreal (NYSE: BMO). | Finance |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Finance |
City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Finance |
