Profilo
Mr. Kurt T.
Lippincott, CFA MBA, is a Portfolio Manager at City National Rochdale LLC.
He has over 17 years of experience in financial services.
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 private client portfolios, as well as direct relationship management.
Most recently Mr. Lippincott worked at Credit Suisse as a Director in the private banking division.
He led the portfolio construction team responsible for creating and monitoring customized portfolios for ultra-high-net-worth individuals.
Other responsibilities included managing model portfolios and identifying high conviction strategies and products.
Prior to that he worked with the Chief Investment Officer and was focused on investment strategy and asset allocation.
He began his career as an associate at UBS Financial Services supporting a team of advisors serving high-net-worth individuals.
Mr. Lippincott holds a BS in Business Administration from Saint Mary’s College of California and an MBA in Finance from the Leonard N.
Stern School of Business at New York University.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and New York Society of Security Analysts.
Precedenti posizioni note di Kurt Thomas Lippincott
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 | 01/10/2021 |
Formazione di Kurt Thomas Lippincott
St. Mary's College (Indiana) | Undergraduate Degree |
The Leonard N Stern School of Business | 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 | 1 |
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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. | Finance |
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