Profilo
Mr. Allan J.
Meyers, CFA MBA, is Director & Senior Portfolio Manager at City National Rochdale LLC.
He works 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 client portfolios, as well as direct relationship management.
He joined the firm in December 2013.
He is a member and past President of the Financial Analyst Society of West Michigan.
Additionally, he is actively involved in the Rockford Rotary Club and has taught as an adjunct professor of finance at Western Michigan University and Grand Valley State University.
Mr. Meyers joined City National Rochdale in 2013 and has over 30 years of diversified investment management experience.
He has extensive experience managing assets for both individual and institutional investors.
Previously, he was a Portfolio Manager at AMBS Investment Counsel, where he was involved in the management of client portfolios and the equity selection process.
He began his professional career at Fifth Third Bank and its predecessor banks in 1975.
At Fifth Third Bank he served as Director of Diversified Equity Fund Management and at Fifth Third’s predecessor bank he served in many roles including both Director of Equity Management and Director of Fixed Income.
Mr. Meyers holds a BBA in Finance and an MBA in Accounting from Western Michigan University.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute.
Precedenti posizioni note di Al Meyers
Società | Posizione | Fine |
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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 | 03/01/2017 |
Fifth Third Bank Kentucky, Inc. | Corporate Officer/Principal | - |
AMBS Investment Counsel LLC
AMBS Investment Counsel LLC Investment ManagersFinance Founded in 1982, AMBS Investment Counsel LLC is a registered investment advisor located in Grand Rapids, Michigan. The firm is owned by their principals and Convergent Capital Management LLC, a strategic partner. Their ultimate parent is City National Corp. (NYSE: CYN). AMBS Investment Counsel manages assets for corporate and public retirement plans, foundations and endowments and also manages funds for wealthy individuals and families. | Analyst-Equity | 31/12/2013 |
Formazione di Al Meyers
Western Michigan University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
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AMBS Investment Counsel LLC
AMBS Investment Counsel LLC Investment ManagersFinance Founded in 1982, AMBS Investment Counsel LLC is a registered investment advisor located in Grand Rapids, Michigan. The firm is owned by their principals and Convergent Capital Management LLC, a strategic partner. Their ultimate parent is City National Corp. (NYSE: CYN). AMBS Investment Counsel manages assets for corporate and public retirement plans, foundations and endowments and also manages funds for wealthy individuals and families. | 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 |
Fifth Third Bank Kentucky, Inc. | Finance |
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