Adam Todd Elover
Gestore di Portafoglio-Azioni presso City National Rochdale LLC
Profilo
Mr. Adam T.
Elover, CFA MBA, is a Director & Senior Portfolio Manager at City National Rochdale LLC.
He 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, he is responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management.
Prior to joining City National Rochdale, Mr. Elover worked in the Investment and Wealth Management division at Mercantile Safe Deposit & Trust Company, where he designed and analyzed client portfolios for conformity to model portfolios using individual security and sector analysis.
Additionally, he was employed with Legg Mason Wood Walker, where he balanced the general ledger accounts of their mutual funds.
Mr. Elover earned his Bachelor of Science in Finance from the Robert H.
Smith School of Business at the University of Maryland and his MBA in Finance from the Merrick School of Business at the University of Baltimore.
He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute.
Posizioni attive di Adam Todd Elover
Società | Posizione | Inizio |
---|---|---|
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. | Gestore di Portafoglio-Azioni | 10/09/2013 |
Precedenti posizioni note di Adam Todd Elover
Società | Posizione | Fine |
---|---|---|
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). | Gestore di Portafoglio-Azioni | 31/08/2013 |
Mercantile-Safe Deposit & Trust Co.
Mercantile-Safe Deposit & Trust Co. Regional BanksFinance On March 10, 1864, the Maryland Legislature granted a charter incorporating the Safe Deposit Company as a secure repository for valuables, responding to concerns for the safety of Maryland's people and property in time of war. In 1876, the Safe Deposit was granted fiduciary powers and changed its name to Safe Deposit and Trust Company. This was the first corporate fiduciary in Maryland and one of the first in the nation. Mercantile Trust and Deposit merged with Safe Deposit and Trust Company in 1953 to form Mercantile-Safe Deposit and Trust Company (MSDT), which trades as Mercantile Bank & Trust. In 1969, Mercantile Bankshares Corporation (NASDAQ: MRKB) was organized as the first registered bank holding company in Maryland. With Mercantile Bank & Trust as its largest bank, Mercantile Bankshares began operations in September 1970. MSDT manages portfolios for individuals and institutions as well as the Mercantile family of mutual funds. | Corporate Officer/Principal | 31/12/2005 |
Legg Mason Wood Walker, Inc. | Corporate Officer/Principal | - |
Formazione di Adam Todd Elover
University of Maryland | Undergraduate Degree |
University of Baltimore | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 4 |
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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 |
Mercantile-Safe Deposit & Trust Co.
Mercantile-Safe Deposit & Trust Co. Regional BanksFinance On March 10, 1864, the Maryland Legislature granted a charter incorporating the Safe Deposit Company as a secure repository for valuables, responding to concerns for the safety of Maryland's people and property in time of war. In 1876, the Safe Deposit was granted fiduciary powers and changed its name to Safe Deposit and Trust Company. This was the first corporate fiduciary in Maryland and one of the first in the nation. Mercantile Trust and Deposit merged with Safe Deposit and Trust Company in 1953 to form Mercantile-Safe Deposit and Trust Company (MSDT), which trades as Mercantile Bank & Trust. In 1969, Mercantile Bankshares Corporation (NASDAQ: MRKB) was organized as the first registered bank holding company in Maryland. With Mercantile Bank & Trust as its largest bank, Mercantile Bankshares began operations in September 1970. MSDT manages portfolios for individuals and institutions as well as the Mercantile family of mutual funds. | Finance |
Legg Mason Wood Walker, Inc. | 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, 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 |
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