![Russell Michael Martin](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Russell Michael Martin
Gestore di Portafoglio-Azioni presso
City National Rochdale LLC
Profilo
Mr. Russell M.
Martin, CFA, is a Central Divisional Managing Director & Senior Portfolio Manager at RBC Rochdale LLC.
He joined the firm in 2014.
He partners with each client’s advisor to develop a customized portfolio based on the client’s investment objectives, time horizon, income needs, and risk tolerance.
He is responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management.
Prior to RBC Rochdale, Mr. Martin worked in a variety of roles at Charles Schwab, including investment research, fund administration, portfolio management, and relationship management.
Additionally, he worked as an Analyst for Shareholder Representative Services, assisting venture capital clients with private sale transactions.
He earned his BS in Finance from California Polytechnic State University, San Luis Obispo, as well as his MS in Financial Analysis & Investment Management from St. Mary’s College.
He is a Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNERTM, and Certified Private Wealth Advisor professional.
He is a member of the CFA Institute and the CFA Society of Houston.
Posizioni attive di Russell Michael Martin
| Società | Posizione | Inizio |
|---|---|---|
City National Rochdale LLC
 City National Rochdale LLC Investment ManagersFinance CNR employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments. | Gestore di Portafoglio-Azioni | 01/05/2014 |
Formazione di Russell Michael Martin
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
67
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
St. Mary's College (Indiana)
 St. Mary's College (Indiana) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
California Polytechnic State University (San Luis Obispo)
 California Polytechnic State University (San Luis Obispo) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance CNR employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments. | Finance |
