Katharine Cook
Profile
Ms. Katharine Cook, CFA, is Senior Portfolio Manager at City National Rochdale LLC.
She joined the firm in September 2013.
She joined the former City National Asset Management (predecessor to City National Rochdale) in 1999 and has over 20 years of experience in financial analysis, planning, and portfolio management.
She specializes in the management of high-net-worth personal, trust, and institutional accounts.
Prior to joining City National, she held similar positions with Sanwa Bank Trust & Investments, Bankers Trust, Wedbush Morgan Securities, IDS Financial Services, and the Los Angeles Times.
Ms. Cook holds a BS in Business Administration from California State University at Los Angeles.
Additionally, she holds the Chartered Financial Analyst designation and is a Certified Financial Planner.
She is an active member of the CFA Institute, the CFA Society of Los Angeles, the Financial Planning Association, and the Social Investment Forum.
Former positions of Katharine Cook
| 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. | Analyst-Equity | 08/09/2013 |
Los Angeles Times Media Group
 Los Angeles Times Media Group Advertising/Marketing ServicesCommercial Services Part of Nant Capital LLC, Los Angeles Times Media Group is a company that provides advertising services. The company is based in Los Angeles, CA. Mickie Rosen has been the CEO of the company since 2017. | Corporate Officer/Principal | - |
| IDS Financial Services | Corporate Officer/Principal | - |
Wedbush Securities, Inc.
 Wedbush Securities, Inc. Investment Banks/BrokersFinance Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology. | Corporate Officer/Principal | - |
Bankers Trust & Co.
 Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY. | Corporate Officer/Principal | - |
Training of Katharine Cook
| California State University-Los Angeles | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 6 |
|---|---|
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 |
Bankers Trust & Co.
Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY. | Miscellaneous |
Wedbush Securities, Inc.
Wedbush Securities, Inc. Investment Banks/BrokersFinance Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology. | Finance |
| IDS Financial Services | |
Los Angeles Times Media Group
Los Angeles Times Media Group Advertising/Marketing ServicesCommercial Services Part of Nant Capital LLC, Los Angeles Times Media Group is a company that provides advertising services. The company is based in Los Angeles, CA. Mickie Rosen has been the CEO of the company since 2017. | Commercial Services |
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