William R. Sweet

Director/Board Member at City National Rochdale Funds

86 year

Consumer Services

Finance

Miscellaneous

Network origin in William R. Sweet first degree

Entity	Entity type	Industry
City National Rochdale Funds 8	Umbrella Fund	Investment Trusts/Mutual Funds	8

Chart of Companies connected to the second degree

Multi-company connection

Companies connected to William R. Sweet via their personal network

Company	Sector	Related people	Main position
SEI INVESTMENTS COMPANY	Investment Managers	Andrew Metzger	Corporate Officer/Principal
Schroder Series Trust	Investment Trusts/Mutual Funds	Jon Hunt Jay Nadel	Director/Board Member Director/Board Member
Rochdale Investment Trust	Investment Trusts/Mutual Funds	Jay Nadel	Director/Board Member
PricewaterhouseCoopers LLP PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.	Miscellaneous Commercial Services	Andrew Metzger	Corporate Officer/Principal
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.	Investment Trusts/Mutual Funds	Jon Hunt Garrett Richard D'Alessandro Jay Nadel Vernon C. Kozlen Andrew Clare Andrew Metzger Anthony Sozio Michael Carbone	Director/Board Member Chief Executive Officer Chairman Chairman Director/Board Member Treasurer Corporate Secretary Compliance Officer
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.	Investment Trusts/Mutual Funds	Jon Hunt Garrett Richard D'Alessandro Jay Nadel Andrew Clare Andrew Metzger Anthony Sozio Michael Carbone	Director/Board Member Chief Executive Officer Chairman Director/Board Member Treasurer Corporate Officer/Principal Compliance Officer
City National Rochdale High Yield Alternative Strategies Maste		Jon Hunt Garrett Richard D'Alessandro Jay Nadel Andrew Clare Anthony Sozio	Director/Board Member Chief Executive Officer Director/Board Member Director/Board Member Corporate Secretary
Delaware Wilshire Private Markets Fund Delaware Wilshire Private Markets Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Fund is a non-diversified, closed-end investment fund. The company was founded on March 13, 2020 and is headquartered in Oaks, PA.	Investment Trusts/Mutual Funds	Jon Hunt Jay Nadel Andrew Metzger	Director/Board Member Director/Board Member Director of Finance/CFO
Chiron Capital Allocation Fund Ltd.		Jon Hunt Jay Nadel	Director/Board Member Director/Board Member
Winton Series Trust	Investment Trusts/Mutual Funds	Jon Hunt Jay Nadel	Director/Board Member Director/Board Member
Delaware Wilshire Private Markets Master Fund Delaware Wilshire Private Markets Master Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Master Fund operates as a closed-end, non-diversified, management investment firm. It's objective is to provide access to the private markets with the goals of offering: broad, global private markets exposure, with diversification potential across private equity, real assets, private credit and alternative yield; long-term capital appreciation; current income through periodic distributions; and prudent risk management. The company was founded on March 13, 2020 and is headquartered in Oaks, PA.	Investment Trusts/Mutual Funds	Jon Hunt Jay Nadel	Director/Board Member Director/Board Member
Schroder Global Series Trust	Investment Trusts/Mutual Funds	Jon Hunt Jay Nadel	Director/Board Member Director/Board Member
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.	Investment Trusts/Mutual Funds	Garrett Richard D'Alessandro Jay Nadel	Chairman Director/Board Member
Winton Diversified Opportunities Fund	Investment Trusts/Mutual Funds	Jon Hunt Jay Nadel	Director/Board Member Director/Board Member
Delaware Wilshire Private Markets Tender Fund	Investment Trusts/Mutual Funds	Jon Hunt Jay Nadel	Director/Board Member Director/Board Member
City National Rochdale High Yield Alternative Strategies Tei		Jay Nadel	Chairman
City National Rochdale High Yield Alternative Strategies Fund		Jay Nadel	Chairman
Bixby Ranch Co.		Jay Nadel	Director of Finance/CFO
Loeb & Loeb LLP Loeb & Loeb LLP Miscellaneous Commercial ServicesCommercial Services Loeb & Loeb LLP operates as a multiservice law firm. It specializes in practice areas such as advanced media and technology, bankruptcy, restructuring and creditors' rights, capital markets, corporate, employment and labor, entertainment, finance, intellectual property, litigation, private equity, real estate, tax, and trusts and estates. The company was founded by Edwin Loeb and Joseph Loeb in 1909 and is headquartered in Los Angeles, CA.	Miscellaneous Commercial Services	Andrew Clare	Corporate Officer/Principal
Embark Consulting LLC (Texas) Embark Consulting LLC (Texas) Miscellaneous Commercial ServicesCommercial Services Embark Consulting LLC operates as a financial consulting firm. It provides financial consulting services to the corporate finance and business sectors. The company was founded by Paul Allen in 2010 and is headquartered in Dallas, TX.	Miscellaneous Commercial Services	Andrew Metzger	Corporate Officer/Principal
Englewood Healthcare System, Inc.		Jay Nadel	Chairman
PPB Capital Partners LLC PPB Capital Partners LLC Investment ManagersFinance PPB Capital Partners LLC (PPB CAPITAL PARTNERS) is a private equity firm founded in 2008. The firm is headquartered in Conshohocken, Pennsylvania.	Investment Managers	Anthony Sozio	Director/Board Member
St. John's University	College/University	Anthony Sozio	Undergraduate Degree
City National Bank (Los Angeles, California) City National Bank (Los Angeles, California) Major BanksFinance City National Bank engages in the provision of banking services. It offers commercial, private, preferred, wealth management, international banking, treasury management, and real estate services. The company was founded on January 4, 1954 and is headquartered in Los Angeles, CA.	Major Banks	Michael Carbone	Compliance Officer
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.	Miscellaneous Commercial Services	Garrett Richard D'Alessandro	Corporate Officer/Principal
Englewood Hospital & Medical Center Foundation Englewood Hospital & Medical Center Foundation Miscellaneous Commercial ServicesCommercial Services Englewood Hospital & Medical Center Foundation is a philanthropic organization that supports Englewood Health, a medical center that helps patients live healthier and happier. The non-profit company is based in Englewood. The organization shares inspirational stories of victories that happen every day.	Miscellaneous Commercial Services	Jay Nadel	Chairman
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.	Investment Managers	Garrett Richard D'Alessandro	Chief Executive Officer
Northwestern University Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses	College/University	Jon Hunt	Undergraduate Degree
Northern Trust Global Investments		Jon Hunt	Corporate Officer/Principal
O'Connor EQUUS		Jon Hunt	Director/Board Member
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.	Investment Managers	Garrett Richard D'Alessandro	Chief Executive Officer
The Leonard N Stern School of Business	College/University	Garrett Richard D'Alessandro	Masters Business Admin
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.	Miscellaneous Commercial Services	Garrett Richard D'Alessandro	Corporate Officer/Principal
Kellogg School of Management	College/University	Jon Hunt	Graduate Degree
LAPOLLA INDUSTRIES, INC.	Industrial Specialties	Jay Nadel	Director/Board Member
University of Maryland	College/University	Jay Nadel	Undergraduate Degree
Englewood Hospital & Medical Center, Inc. Englewood Hospital & Medical Center, Inc. Hospital/Nursing ManagementHealth Services Englewood Hospital & Medical Center, Inc. provides healthcare services. It offers allergy, anesthesiology, bloodless medicine and surgery, cardiology, dermatology, diabetes, emergency medicine, endocrinology, hyperbaric medicine, infectious disease, joint replacement center, and laboratory and pathology services. The company was founded in 1988 and is headquartered in Englewood, NJ.	Hospital/Nursing Management	Jay Nadel	Director/Board Member