Joseph M. Bove

Portfolio Manager-Equities at

City National Rochdale LLC

Finance

Consumer Services

Profile

Mr. Joseph M.
Bove, CFA MBA, is a Portfolio Manager at RBC Rochdale LLC.
He has over 10 years of professional experience in the financial services industry.
He partners with financial advisors to develop customized portfolios based on clients’ investment objectives, time horizons, income needs, and tolerances for market volatility.
He is responsible for investment strategy implementation, monitoring of private client portfolios, and direct relationship management.
Prior to joining RBC Rochdale LLC, Mr. Bove was a Financial Analyst at J.P.
Morgan within the equity trading division.
He started his career as an Analyst at Citigroup where he worked with investment management clients.
He earned his BBA in Finance from James Madison University and his MBA in Finance and Strategy from New York University, Stern School of Business.
He holds the Chartered Financial Analyst designation, the Certified Private Wealth Advisor designation, and is a member of the CFA Institute and CFA Society of New York.

Joseph M. Bove active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	09/09/2013

All active positions of Joseph M. Bove

Former positions of Joseph M. Bove

Companies	Position	End
J.P. Morgan & Co., Inc. (Old) J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services	Corporate Officer/Principal	-
Citigroup Asset Management Citigroup Asset Management Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	-
Rochdale Investment Management LLC Rochdale Investment Management LLC Investment ManagersFinance Rochdale Investment Management (RIM) provides affluent individuals and families with innovative and customized portfolio management based on proprietary research competencies. The firm also manages the Rochdale family of mutual firms. RIM is a growth manager that researches companies using a fundamental quantitative process in combination with qualitative reasoning. Steady growth companies are evaluated on earnings growth, price momentum, and analyst sentiment. Cyclical growth companies are evaluated based on their ability to generate increasing cash flow. They also utilize a price strength indicator to focus on those cyclical growth companies most likely to be recognized earlier as strong performers. Each analyst develops research on companies using information from a variety of sources to assess the prospects for growth in revenue and earnings as well as potential stock price appreciation. For those companies that meet their fundamental criteria, RIM develops proprietary financial models to determine the valuation level at which they consider them attractively priced. Once purchased, companies are monitored for changes in their fundamentals and in industry conditions. The firm will continue to own a company as long as its revenue and earnings growth continues in line with their expectations, valuation is attractive and industry trends remain favorable. RIM clients may access large company holdings through individual equities or through their proprietary funds.	Portfolio Manager-Equities	-

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Linked companies

Private companies	6
Rochdale Investment Management LLC Rochdale Investment Management LLC Investment ManagersFinance Rochdale Investment Management (RIM) provides affluent individuals and families with innovative and customized portfolio management based on proprietary research competencies. The firm also manages the Rochdale family of mutual firms. RIM is a growth manager that researches companies using a fundamental quantitative process in combination with qualitative reasoning. Steady growth companies are evaluated on earnings growth, price momentum, and analyst sentiment. Cyclical growth companies are evaluated based on their ability to generate increasing cash flow. They also utilize a price strength indicator to focus on those cyclical growth companies most likely to be recognized earlier as strong performers. Each analyst develops research on companies using information from a variety of sources to assess the prospects for growth in revenue and earnings as well as potential stock price appreciation. For those companies that meet their fundamental criteria, RIM develops proprietary financial models to determine the valuation level at which they consider them attractively priced. Once purchased, companies are monitored for changes in their fundamentals and in industry conditions. The firm will continue to own a company as long as its revenue and earnings growth continues in line with their expectations, valuation is attractive and industry trends remain favorable. RIM clients may access large company holdings through individual equities or through their proprietary funds.	Finance
Citigroup Asset Management Citigroup Asset Management Investment ManagersFinance Provides investment advice	Finance
J.P. Morgan & Co., Inc. (Old) J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services	Finance
James Madison University James Madison University 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
The Leonard N Stern School of Business The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services