Andrew Gregory Block
Portfolio Manager-Equities at City National Rochdale LLC
Profile
Mr. Andrew G.
Block is a Senior Portfolio Manager at City National Rochdale LLC.
He joined City National Rochdale in 2008 and has over 10 years of professional experience in the financial services industry.
He is responsible for the account management of high-net-worth individual, foundation, and trust portfolios.
In this role, he is responsible for the management of over $1 billion in diversified equity, fixed income, and other assets.
He has also served as an analyst for the Core Equity Portfolio on both the energy and technology sectors.
Upon joining City National, he served as an Investment and Trust Analyst for City National Bank’s Tax and Financial Planning Group, where he provided in-depth investment portfolio analysis for Wealth Management’s top-tier clients and prospects.
He then served as an Associate Portfolio Manager where he worked closely with Senior Portfolio Managers in the daily management of client portfolios.
Prior to joining City National, he served as an Analyst at Interactive Data Corporation where he was responsible for portfolio analytics including fixed income pricings, outputs, and models.
Mr. Block holds a dual BS in Finance and Entrepreneurship from the University of Arizona and a Master’s in Finance with a concentration in Fixed Income from the University of Arizona.
Additionally, he holds the Chartered Financial Analyst designation, the Chartered Alternative Investments Analyst designation, and is a member of the CFA Institute and the CFA Society of Los Angeles.
Andrew Gregory Block active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 09/09/2013 |
Former positions of Andrew Gregory Block
| Companies | Position | End |
|---|---|---|
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. | Corporate Officer/Principal | - |
| INTERACTIVE DATA | Corporate Officer/Principal | 30/12/2007 |
Training of Andrew Gregory Block
| University of Arizona | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
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 |
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 |
ICE Data Services, Inc.
 ICE Data Services, Inc. Internet Software/ServicesTechnology Services ICE Data Services, Inc. provides financial market data, analytics and related solutions. The firm offers fixed income evaluations, reference data and real-time market data, trading infrastructure services, fixed income analytics, desktop solutions and web-based solutions. Its offerings support clients around the world with mission-critical functions, including portfolio valuation, regulatory compliance, risk management, electronic trading and wealth management. he company serves the mutual fund, bank, asset management, hedge fund, securities and financial instrument processing and administration sectors. ICE Data Services is headquartered in Parsippany, NJ. | Technology Services |
- Stock Market
- Insiders
- Andrew Gregory Block
