John F. Kakolewski
Portefeuillebeheerder-Aandelen bij City National Rochdale LLC
Profiel
Mr. John F.
Kakolewski, CFA, is a Senior Portfolio Manager at City National Rochdale LLC.
He works closely with financial advisors to develop customized portfolios based on the client’s investment objective, time horizon, income needs, and tolerance for market volatility.
In this capacity, he is also responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management.
Before advancing to the Portfolio Manager role, he gained experience on both the Portfolio Management and Trading and Client Services teams.
Prior to joining City National Rochdale, he worked with Advisen LTD., where he was responsible for the collection and analysis of commercial insurance data.
Mr. Kakolewski earned his Bachelor of Arts in Business Administration with concentrations in Entrepreneurial Studies and Marketing from Muhlenberg College.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute.
Actieve functies van John F. Kakolewski
| Bedrijven | Functie | Begin |
|---|---|---|
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 | 10-09-2013 |
Eerdere bekende functies van John F. Kakolewski
| Bedrijven | Functie | Einde |
|---|---|---|
Advisen Ltd.
 Advisen Ltd. Packaged SoftwareTechnology Services Advisen Ltd. provides data, media, and technology solutions for the commercial property and casualty insurance market. The company was founded by David K. Bradford and Thomas P. Ruggieri in 2000 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
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). | Trading-Equity | - |
Opleiding van John F. Kakolewski
| Muhlenberg College | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
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 |
Advisen Ltd.
Advisen Ltd. Packaged SoftwareTechnology Services Advisen Ltd. provides data, media, and technology solutions for the commercial property and casualty insurance market. The company was founded by David K. Bradford and Thomas P. Ruggieri in 2000 and is headquartered in New York, NY. | Technology 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 |
