Otis Pettigrew Heald

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Finance

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Profilo

Mr. Otis P.
Heald, III CFA, is a Managing Director & Senior Portfolio Manager at City National Rochdale LLC.
Mr. Heald was previously employed as Senior Portfolio Manager by City National Asset Management, Inc. and Senior Vice President by Banc of America Capital Management LLC.
He received his BS in Finance and Real Estate from San Francisco State University and his MBA degree from the University of Southern California.

Precedenti posizioni note di Otis Pettigrew Heald

Società	Posizione	Fine
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	22/04/2015
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.	Gestore di Portafoglio-Azioni	09/09/2013
Banc of America Capital Management LLC	Corporate Officer/Principal	-

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Formazione di Otis Pettigrew Heald

San Francisco State University	Undergraduate Degree
University of Southern California	Masters Business Admin

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Aziende private

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Società collegate

Aziende private	3
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
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
Banc of America Capital Management LLC	Finance

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