Garrett Richard D'Alessandro
Chief Executive Officer at Symphonic Financial Advisors LLC
Garrett Richard D'Alessandro active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Chief Executive Officer | 2005-05-10 | - |
| Chief Investment Officer | 2005-05-10 | - | |
| Founder | 2005-05-10 | - | |
| Portfolio Manager-Fixed Income | 2005-05-10 | - | |
| President | 2005-05-10 | - | |
Symphonic Securities LLC
 Symphonic Securities LLC Investment Banks/BrokersFinance Symphonic Securities LLC is a broker/dealer located in New York City | Chief Executive Officer | - | - |
| Director of Research - Equity | - | - | |
| Founder | - | - | |
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. | Analyst-Fixed Income | 2013-09-09 | - |
| Chief Executive Officer | 2013-09-09 | - | |
| Portfolio Manager-Fixed Income | 2013-09-09 | - | |
| President | 2013-09-09 | - | |
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. | Chief Executive Officer | 2017-12-31 | - |
| President | 2017-12-31 | - | |
| City National Rochdale Funds | Chief Executive Officer | 2012-12-31 | - |
| President | 2012-12-31 | - | |
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 | Chief Executive Officer | 2012-12-31 | - |
| President | 2012-12-31 | - |
Career history of Garrett Richard D'Alessandro
Former positions of Garrett Richard D'Alessandro
| Companies | Position | Start | 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). | Analyst-Equity | 1985-12-31 | - |
| Chief Executive Officer | 1995-12-31 | - | |
| Head-Equity Investments | 1985-12-31 | - | |
| Portfolio Manager-Fixed Income | 2012-08-22 | - | |
| President | 1995-12-31 | - | |
| ░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░ | ░░░░░ ░░░░░░░░░ ░░░░░░░ | ░░░░░░░░░░ | - |
| ░░░░░░░░░ | ░░░░░░░░░░ | - | |
| ░░░░░░░░ ░░░░░░░░░░░░░ ░░░░░ ░░░░░ ░░░░░░ ░░░░ | ░░░░░░░░ | ░░░░░░░░░░ | - |
| ░░░░░░░░░ | ░░░░░░░░░░ | - | |
| ░░░░ ░░░░ ░░░░░░░ ░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | - | - |
Training of Garrett Richard D'Alessandro
| The Leonard N Stern School of Business | Masters Business Admin |
Statistics
International
| United States | 14 |
Operational
| Chief Executive Officer | 8 |
| President | 8 |
| Portfolio Manager-Fixed Income | 3 |
Sectoral
| Finance | 5 |
| Miscellaneous | 5 |
| Commercial Services | 4 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 12 |
|---|---|
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 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 |
| KPMG Peat Marwick LLP | Commercial Services |
Symphonic Securities LLC
Symphonic Securities LLC Investment Banks/BrokersFinance Symphonic Securities LLC is a broker/dealer located in New York City | 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 |
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 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 Funds | Miscellaneous |
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 |
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 |
| City National Rochdale High Yield Alternative Strategies Maste | |
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 |
