Charles David Boettcher
Gestionnaire de Portefeuille-Actions chez City National Rochdale LLC
Profil
Mr. Charles D.
Boettcher is a Southwest Divisional Managing Director & Senior Portfolio Manager at City National Rochdale LLC.
He joined the firm in 2007 and has over 25 years of professional experience in investment management.
He manages portfolios totaling over $2.5 billion in client assets, specializing in portfolio construction designed to fit clients’ personalized needs and risk/return parameters.
He has extensive experience managing assets for individuals, foundations, and various types of trusts, including charitable, special needs, and socially responsible trusts.
He is a member of the Senior Management Team where he is responsible for cross-functional leadership, decision-making, and implementation of strategic mandates and policies for City National Rochdale.
Further, he is a member of the Portfolio Manager Council leading efforts in all aspects of portfolio management as well as managing equity and balanced portfolio managers.
Prior to City National, Mr. Boettcher worked as a Portfolio Manager and Senior Investment Officer at Northern Trust, where he was responsible for the management of client portfolios, as well as the portfolio managers and investment staff in the Westwood office.
Mr. Boettcher holds a BA in Political Science, with Honors, from the University of California, Berkeley.
Postes actifs de Charles David Boettcher
| Sociétés | Poste | Début |
|---|---|---|
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, TSX: RY) in Canada. The firm was created 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 individuals as well as to registered investment companies, a private fund and institutional clients. | Gestionnaire de Portefeuille-Actions | 10/09/2013 |
Anciens postes connus de Charles David Boettcher
| Sociétés | Poste | Fin |
|---|---|---|
City National Asset Management, Inc.
 City National Asset Management, Inc. Investment ManagersFinance City National Asset Management, Inc. is a registered investment advisor headquartered in Beverly Hills, California. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). They provide investment advisory and shareholder services to individuals and the CNI Charter mutual funds. | Corporate Officer/Principal | 31/08/2013 |
Northern Trust of California, NA
 Northern Trust of California, NA Investment ManagersFinance Northern Trust of California, NA (NTC) is an investment management firm headquartered in Los Angeles, California. They are a subsidiary of Northern Trust Corp. (NASDAQ: NTRS). NTC provides investment solutions to individuals, families, and institutions. | Gestionnaire de Portefeuille-Actions | - |
Formation de Charles David Boettcher
| University of California, Berkeley | Undergraduate Degree |
Expériences
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Entreprise privées
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Northern Trust of California, NA
Northern Trust of California, NA Investment ManagersFinance Northern Trust of California, NA (NTC) is an investment management firm headquartered in Los Angeles, California. They are a subsidiary of Northern Trust Corp. (NASDAQ: NTRS). NTC provides investment solutions to individuals, families, and institutions. | 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, TSX: RY) in Canada. The firm was created 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 individuals as well as to registered investment companies, a private fund and institutional clients. | Finance |
City National Asset Management, Inc.
City National Asset Management, Inc. Investment ManagersFinance City National Asset Management, Inc. is a registered investment advisor headquartered in Beverly Hills, California. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). They provide investment advisory and shareholder services to individuals and the CNI Charter mutual funds. | Finance |
