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Chuck Alberton
Portfolio Manager-Equities at City National Rochdale LLC
Profile
Mr. Charles P.
Alberton, CFA MBA, is a Northwest Divisional Managing Director & Senior Portfolio Manager at City National Rochdale LLC.
He joined the firm in 2000 and has over 20 years of investment management experience.
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.
Additionally, he is a member of the firm’s PM Council.
He is a board member for the Bay Area Notre Dame Alumni Club and an advisor to the Drake Scholarship Foundation, a local foundation that awards scholarships to assist worthy graduates in continuing their education by providing financial assistance.
Mr. Alberton began his career at Lehman Brothers on the Institutional Fixed Income desk, where he gained valuable experience trading and analyzing various tiers of commercial paper, corporate bonds, municipal bonds, mortgages, asset-backed securities, and other fixed income instruments for institutional investors.
Prior to City National Rochdale, he was employed with Wells Fargo in their Private Client Services group, where he designed and implemented investment strategies for high net worth individuals.
In addition, he was a member of their core domestic large-cap equity team.
Mr. Alberton earned his BS in Business Administration from California State University, Chico and his MBA in Finance from the University of Notre Dame.
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 San Francisco, and the Chartered Alternative Investment Analyst Association.
Chuck Alberton active positions
Companies | Position | Start |
---|---|---|
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. | Portfolio Manager-Equities | 2013-09-09 |
Former positions of Chuck Alberton
Companies | Position | End |
---|---|---|
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). | Portfolio Manager-Equities | 2013-08-30 |
WELLS FARGO & COMPANY | Corporate Officer/Principal | - |
Lehman Brothers Holdings, Inc.
![]() Lehman Brothers Holdings, Inc. Financial ConglomeratesFinance Lehman Brothers Holdings, Inc. engages in the provision of securities underwriting and investment services. The company is headquartered in New York, NY. | Corporate Officer/Principal | - |
Training of Chuck Alberton
University of Notre Dame | Masters Business Admin |
California State University-Chico | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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WELLS FARGO & COMPANY | Finance |
Private companies | 3 |
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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 |
Lehman Brothers Holdings, Inc.
![]() Lehman Brothers Holdings, Inc. Financial ConglomeratesFinance Lehman Brothers Holdings, Inc. engages in the provision of securities underwriting and investment services. The company is headquartered in New York, NY. | 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 |
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