Garrett Richard D'Alessandro
Algemeen Directeur bij Symphonic Financial Advisors LLC
Actieve functies van Garrett Richard D'Alessandro
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Symphonic Financial Advisors LLC
Symphonic Financial Advisors LLC Investment ManagersFinance Symphonic Financial Advisors LLC (Symphonic) is an independent registered investment advisor headquartered in New York City. The firm was founded by Garrett R. D'Alessandro in 2005 as a solution for investment professionals and CPAs to provide premier, customized investment guidance and financial solutions to their clients. Symphonic provides money management services to individual and institutional clients primarily on a limited discretionary basis. | Algemeen Directeur | 11-05-2005 | - |
Chief Investment Officer | 11-05-2005 | - | |
Oprichter | 11-05-2005 | - | |
Portfolio Manager-Fixed Income | 11-05-2005 | - | |
President | 11-05-2005 | - | |
Symphonic Securities LLC
Symphonic Securities LLC Investment Banks/BrokersFinance Symphonic Securities LLC is a broker/dealer located in New York City | Algemeen Directeur | - | - |
Directeur van Onderzoek - Eigen Vermogen | - | - | |
Oprichter | - | - | |
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. | Analist-Vaste Inkomen | 10-09-2013 | - |
Algemeen Directeur | 10-09-2013 | - | |
Portfolio Manager-Fixed Income | 10-09-2013 | - | |
President | 10-09-2013 | - | |
City National Rochdale Strategic Credit Fund
City National Rochdale Strategic Credit Fund Investment Trusts/Mutual FundsMiscellaneous City National Rochdale Strategic Credit Fund is a non-diversified, closed-end management investment company. It operates as an interval fund that will offer to make quarterly repurchases of shares at net asset value. Its investment objective is to generate current income, and long-term capital appreciation. The company was founded on February 26, 2018 and is headquartered in New York, NY. | Algemeen Directeur | 01-01-2018 | - |
President | 01-01-2018 | - | |
City National Rochdale Funds | Algemeen Directeur | 01-01-2013 | - |
President | 01-01-2013 | - | |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Corporate Officer/Principal | - | - |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - | - |
City National Rochdale High Yield Alternative Strategies Maste | Algemeen Directeur | 01-01-2013 | - |
President | 01-01-2013 | - |
Loopbaan van Garrett Richard D'Alessandro
Eerdere bekende functies van Garrett Richard D'Alessandro
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Rochdale Investment Management LLC
Rochdale Investment Management LLC Investment ManagersFinance Founded in 1975, Rochdale Investment Management LLC is a registered investment advisor located in New York City. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). | Analyst-Equity | 01-01-1986 | - |
Algemeen Directeur | 01-01-1996 | - | |
Head-Equity Investments | 01-01-1986 | - | |
Portfolio Manager-Fixed Income | 23-08-2012 | - | |
President | 01-01-1996 | - | |
░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░ | ░░░░░ ░░░░░░░░░ ░░░░░░░ | ░░░░░░░░░░ | - |
░░░░░░░░░ | ░░░░░░░░░░ | - | |
░░░░░░░░ ░░░░░░░░░░░░░ ░░░░░ ░░░░░ ░░░░░░ ░░░░ | ░░░░░░░░ | ░░░░░░░░░░ | - |
░░░░░░░░░ | ░░░░░░░░░░ | - | |
░░░░ ░░░░ ░░░░░░░ ░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | - | - |
Opleiding van Garrett Richard D'Alessandro
The Leonard N Stern School of Business | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 14 |
Operationeel
Chief Executive Officer | 8 |
President | 8 |
Portfolio Manager-Fixed Income | 3 |
Sectoraal
Miscellaneous | 5 |
Finance | 5 |
Commercial Services | 4 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 12 |
---|---|
City National Rochdale Funds | Miscellaneous |
Rochdale Investment Management LLC
Rochdale Investment Management LLC Investment ManagersFinance Founded in 1975, Rochdale Investment Management LLC is a registered investment advisor located in New York City. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). | Finance |
Symphonic Securities LLC
Symphonic Securities LLC Investment Banks/BrokersFinance Symphonic Securities LLC is a broker/dealer located in New York City | Finance |
Symphonic Financial Advisors LLC
Symphonic Financial Advisors LLC Investment ManagersFinance Symphonic Financial Advisors LLC (Symphonic) is an independent registered investment advisor headquartered in New York City. The firm was founded by Garrett R. D'Alessandro in 2005 as a solution for investment professionals and CPAs to provide premier, customized investment guidance and financial solutions to their clients. Symphonic provides money management services to individual and institutional clients primarily on a limited discretionary basis. | Finance |
Rochdale International Trade Fixed Income Fund
Rochdale International Trade Fixed Income Fund Investment Trusts/Mutual FundsMiscellaneous Rochdale International Trade Fixed Income Fund operates as a close-ended fund. Its objective is to provide total return substantially derived from interest income earned on loans and other forms of debt obligations. The company was founded in May, 2008 and is headquartered in New York, NY. | Miscellaneous |
KPMG Peat Marwick LLP | Commercial Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Commercial Services |
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 |
City National Rochdale Select Strategies Fund
City National Rochdale Select Strategies Fund Investment Trusts/Mutual FundsMiscellaneous City National Rochdale Select Strategies Fund functions as a closed-end investment fund or Investment trust. The company is headquartered in New York, NY. | Miscellaneous |
City National Rochdale Strategic Credit Fund
City National Rochdale Strategic Credit Fund Investment Trusts/Mutual FundsMiscellaneous City National Rochdale Strategic Credit Fund is a non-diversified, closed-end management investment company. It operates as an interval fund that will offer to make quarterly repurchases of shares at net asset value. Its investment objective is to generate current income, and long-term capital appreciation. The company was founded on February 26, 2018 and is headquartered in New York, NY. | Miscellaneous |
City National Rochdale High Yield Alternative Strategies Maste |