Sheldon Craig Brandau
Portefeuillebeheerder-Aandelen bij City National Rochdale LLC
Profiel
Mr. Sheldon C.
Brandau is a Managing Director & Senior Portfolio Manager at City National Rochdale LLC.
He works closely with each client’s advisor to develop a customized portfolio based on the client’s investment objective, time horizon, income needs, and tolerance for market volatility.
In this role, he is responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management.
Previously, he worked as a Financial Advisor and Portfolio Manager at Merrill Lynch within the firm’s Private Banking and Investment Group, designing and implementing investment strategies for affluent clients.
His responsibilities also included due diligence research, trading, and portfolio management functions.
Prior to joining Merrill Lynch, Mr. Brandau worked at State Street Corporation where he was a Senior Officer, managing the investment analysis and performance reporting for the firm’s Section 529 College Savings Plans.
He began his investment and financial career at Sanford C.
Bernstein & Co., Inc., serving as the firm’s Investment Planning Analyst for the Southeast Region.
Mr. Brandau holds a Bachelor of Science in Management from Purdue University and an MBA in Finance and Statistics from New York University, Stern School of Business.
He holds the Chartered Financial Analyst designation and the Chartered Alternative Investment Analyst designation.
He is a member of the CFA Institute, the CFA Society of South Florida, and the CAIA Association.
Actieve functies van Sheldon Craig Brandau
Bedrijven | Functie | Begin |
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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 Sheldon Craig Brandau
Bedrijven | Functie | Einde |
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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). | Portefeuillebeheerder-Aandelen | 31-08-2013 |
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Analyst-Equity | - |
STATE STREET CORPORATION | Corporate Officer/Principal | - |
Opleiding van Sheldon Craig Brandau
Purdue University | Undergraduate Degree |
The Leonard N Stern School of Business | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
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STATE STREET CORPORATION | Finance |
Bedrijven in privébezit | 4 |
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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 |
Merrill Lynch & Co., Inc. | Finance |
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | 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 |