Elizabeth Teresa Dooley

Portfolio Manager-Equities at

City National Rochdale LLC

Finance

Consumer Services

Profile

Ms. Elizabeth T.
Dooley is a Senior Portfolio Manager & Managing Director at RBC Rochdale LLC.
She 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, she is responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management.
Ms. Dooley began her career at Fukuoka City Bank as a Trading Assistant where she gained experience managing and financing commercial loan portfolios.
She then worked at Mitsubishi Trust & Banking Corp.
(USA) providing support to the securities lending desk.
Prior to RBC Rochdale, she was employed by Citibank, NA on their finance/treasury desk where she was involved in financing the bank’s book of U.S.
& Canadian Government & Agency securities in addition to developing structured finance solutions for Fortune 100 clients.
She earned a BBS in Finance from Dublin City University in her native Ireland.
She holds the Chartered Financial Analyst designation and is a member of the CFA Institute.
She also holds the Chartered Alternative Investment Analyst and Certified Private Wealth Advisor designations.

Elizabeth Teresa Dooley active positions

Companies	Position	Start
City National Rochdale LLC City National Rochdale LLC Investment ManagersFinance RBC Rochdale employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments.	Portfolio Manager-Equities	2013-09-09

All active positions of Elizabeth Teresa Dooley

Former positions of Elizabeth Teresa Dooley

Companies	Position	End
Rochdale Investment Management LLC Rochdale Investment Management LLC Investment ManagersFinance Rochdale Investment Management (RIM) provides affluent individuals and families with innovative and customized portfolio management based on proprietary research competencies. The firm also manages the Rochdale family of mutual firms. RIM is a growth manager that researches companies using a fundamental quantitative process in combination with qualitative reasoning. Steady growth companies are evaluated on earnings growth, price momentum, and analyst sentiment. Cyclical growth companies are evaluated based on their ability to generate increasing cash flow. They also utilize a price strength indicator to focus on those cyclical growth companies most likely to be recognized earlier as strong performers. Each analyst develops research on companies using information from a variety of sources to assess the prospects for growth in revenue and earnings as well as potential stock price appreciation. For those companies that meet their fundamental criteria, RIM develops proprietary financial models to determine the valuation level at which they consider them attractively priced. Once purchased, companies are monitored for changes in their fundamentals and in industry conditions. The firm will continue to own a company as long as its revenue and earnings growth continues in line with their expectations, valuation is attractive and industry trends remain favorable. RIM clients may access large company holdings through individual equities or through their proprietary funds.	Portfolio Manager-Equities	2013-08-30
Citibank NA (New York) Citibank NA (New York) Major BanksFinance Provides national commercial banking services	Corporate Officer/Principal	-
The Mitsubishi Trust & Banking Corp. (US) The Mitsubishi Trust & Banking Corp. (US) Major BanksFinance Provides commercial banking services	Corporate Officer/Principal	-
Fukuoka City Bank Ltd. Fukuoka City Bank Ltd. Regional BanksFinance International commercial bank	Corporate Officer/Principal	-

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Linked companies

Private companies	6
Citibank NA (New York) Citibank NA (New York) Major BanksFinance Provides national commercial banking services	Finance
Rochdale Investment Management LLC Rochdale Investment Management LLC Investment ManagersFinance Rochdale Investment Management (RIM) provides affluent individuals and families with innovative and customized portfolio management based on proprietary research competencies. The firm also manages the Rochdale family of mutual firms. RIM is a growth manager that researches companies using a fundamental quantitative process in combination with qualitative reasoning. Steady growth companies are evaluated on earnings growth, price momentum, and analyst sentiment. Cyclical growth companies are evaluated based on their ability to generate increasing cash flow. They also utilize a price strength indicator to focus on those cyclical growth companies most likely to be recognized earlier as strong performers. Each analyst develops research on companies using information from a variety of sources to assess the prospects for growth in revenue and earnings as well as potential stock price appreciation. For those companies that meet their fundamental criteria, RIM develops proprietary financial models to determine the valuation level at which they consider them attractively priced. Once purchased, companies are monitored for changes in their fundamentals and in industry conditions. The firm will continue to own a company as long as its revenue and earnings growth continues in line with their expectations, valuation is attractive and industry trends remain favorable. RIM clients may access large company holdings through individual equities or through their proprietary funds.	Finance
Fukuoka City Bank Ltd. Fukuoka City Bank Ltd. Regional BanksFinance International commercial bank	Finance
The Mitsubishi Trust & Banking Corp. (US) The Mitsubishi Trust & Banking Corp. (US) Major BanksFinance Provides commercial banking services	Finance
Dublin City University Dublin City University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
City National Rochdale LLC City National Rochdale LLC Investment ManagersFinance RBC Rochdale employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments.	Finance