The partnership between Bradford Pine Wealth Group and City National Rochdale is a combination of extensively customized financial advisory and investment management experience. City National Rochdale investment team consists of investment consultants and portfolio managers, over 80% of whom are Chartered Financial Analyst (CFA) charterholders.* City National Rochdale has over $54.2 billion in assets under management.**
*as of Dec., 2022.
**as of Oct. 31, 2022.
For more than 30 years, Brad Pine has been fully invested in providing highly personalized financial planning and wealth management services for the affluent investor.Read Full Bio Here
Tara Shoresh | Executive Assistant
Tara is Brad Pine’s Executive Assistant at the New York based “Bradford Pine Wealth Group”. Her executive assistant skills are bar none. Her knowledge, attentiveness, follow-up and friendliness go a long way when assisting our clients.Read Full Bio Here
Tom Galvin | Chief Investment Officer
Mr. Galvin joined City National Rochdale in 2012. As Chief Investment Officer, he is responsible for developing the firm’s investment philosophy, overseeing the firm’s asset allocation and investment strategies, and managing the investment teams.Read Full Bio Here
Charles Luke, CFA | Managing Director, Senior Portfolio Manager
Mr. Luke joined City National Rochdale in 2018 and has more than 10 years of experience in the financial services industry. He is responsible for investment oversight, strategy, and performance of the taxable bond portfolios.Read Full Bio Here
Paul Single | Managing Director, Senior Portfolio Manager
Mr. Single joined City National Rochdale in 2003 and has more than 35 years of experience managing investment portfolios. He is responsible for the research, analysis, and implementation of various core-taxable fixed income strategies.Read Full Bio Here
Elizabeth Dooley, CFA, CAIA, CPWA® | Managing Director, Senior Portfolio Manager
Ms. Dooley joined City National Rochdale in 2000. In this role, she is responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management.Read Full Bio Here
Ben Ludwig, CFA, CAIA | Managing Director, Senior Investment Consultant
Mr. Ludwig joined City National Rochdale in 2014 and has 17 years of investment experience. He is responsible for business development in Delaware, Pennsylvania, and New Jersey where he communicates and fosters relationships with high-net-worth investors who may benefit from City National Rochdale’s investment management services.Read Full Bio Here
Michael Nelson, CFA | Director, Senior Investment Consultant
Mr. Nelson joined City National Rochdale in 2017 and has over 17 years of experience in the financial services industry. Based in New York City, he is responsible for cultivating relationships in the New York area.Read Full Bio Here
Scott Wachs, CFA | Portfolio Manager
Mr. Wachs joined City National Rochdale in 2017 and has over 10 years of professional experience in the financial services industry. He partners with financial advisors to develop customized portfolios based on clients’ investment objectives, time horizons, income needs, and tolerances for market volatility. He is responsible for investment strategy implementation, monitoring of private client portfolios, and direct relationship management.Read Full Bio Here
Jonathan Herzog, CFA
Associate Portfolio Manager
David Goodless, CFA
Associate Portfolio Manager
Associate Portfolio Managert
Sr. Administrative Specialist
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Bradford Pine Wealth Group is not affiliated with City National Rochdale, LLC.
The information presented does not involve the rendering of personalized investment, ﬁnancial, legal, or tax advice. This presentation is not an oﬀer to buy or sell, or a solicitation of any oﬀer to buy or sell any of the securities mentioned herein. All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met. This material is available to advisory and sub-advised clients of City National Rochdale, LLC, a Registered Investment Advisor and a wholly-owned subsidiary of City National Bank. Check the background of registered investment professionals on FINRA's BROKERCHECK: https://brokercheck.finra.org.
Securities and Advisory Services offered through Cadaret Grant & Co. Inc. a Registered Investment Advisor, and Member FINRA /SIPC. Bradford Pine Wealth Group, City National Rochdale, LLC and Cadaret Grant & Co. Inc. are separate entities.