Vernon C. Kozlen
Director/Board Member at City National Rochdale Funds
Profile
Vernon C.
Kozlen is currently a Trustee at City National Rochdale Funds.
Previously, he served as Chairman at City National Asset Management, Inc. and City National Securities, Inc. He also held the position of Chairman-Trustees Board at City National Rochdale Strategic Credit Fund.
Additionally, he worked as a Director at Reed, Conner & Birdwell LLC and Convergent Capital Management LLC.
He has also served as a Director at Windermere Jupiter Fund LLC.
Vernon C. Kozlen active positions
| Companies | Position | Start |
|---|---|---|
| City National Rochdale Funds | Director/Board Member | 31/12/2006 |
Former positions of Vernon C. Kozlen
| Companies | Position | End |
|---|---|---|
City National Rochdale Strategic Credit Fund
 City National Rochdale Strategic Credit Fund Investment Trusts/Mutual FundsMiscellaneous City National Rochdale Strategic Credit Fund is a non-diversified, closed-end management investment company. It operates as an interval fund that will offer to make quarterly repurchases of shares at net asset value. Its investment objective is to generate current income, and long-term capital appreciation. The company was founded on February 26, 2018 and is headquartered in New York, NY. | Chairman | 31/12/2020 |
Reed, Conner & Birdwell LLC
 Reed, Conner & Birdwell LLC Investment ManagersFinance Founded in 1959, Reed, Conner & Birdwell LLC is a registered investment advisor located in Los Angeles. The firm is a subsidiary of City National Corp. (NYSE: CYN). They manage assets for high net-worth individuals, families and institutional clients. | Director/Board Member | 31/12/2006 |
Convergent Capital Management LLC
 Convergent Capital Management LLC Investment ManagersFinance Convergent Capital Management LLC provides asset management and investment services. The company was founded by Richard Howard Adler, Harry Tom Griffith and James E. Hayes and is headquartered in Beverly Hills, CA. | Director/Board Member | 31/12/2006 |
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. | Chairman | 31/12/2004 |
City National Securities, Inc.
 City National Securities, Inc. Investment Banks/BrokersFinance Part of Royal Bank of Canada, City National Securities, Inc. provides securities brokerage services. The company is based in Beverly Hills, CA. | Chairman | 31/12/2004 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
| City National Rochdale Funds | Miscellaneous |
City National Rochdale Strategic Credit Fund
City National Rochdale Strategic Credit Fund Investment Trusts/Mutual FundsMiscellaneous City National Rochdale Strategic Credit Fund is a non-diversified, closed-end management investment company. It operates as an interval fund that will offer to make quarterly repurchases of shares at net asset value. Its investment objective is to generate current income, and long-term capital appreciation. The company was founded on February 26, 2018 and is headquartered in New York, NY. | Miscellaneous |
Reed, Conner & Birdwell LLC
Reed, Conner & Birdwell LLC Investment ManagersFinance Founded in 1959, Reed, Conner & Birdwell LLC is a registered investment advisor located in Los Angeles. The firm is a subsidiary of City National Corp. (NYSE: CYN). They manage assets for high net-worth individuals, families and institutional clients. | Finance |
| Windermere Jupiter Fund LLC | |
Convergent Capital Management LLC
Convergent Capital Management LLC Investment ManagersFinance Convergent Capital Management LLC provides asset management and investment services. The company was founded by Richard Howard Adler, Harry Tom Griffith and James E. Hayes and is headquartered in Beverly Hills, CA. | 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 |
City National Securities, Inc.
City National Securities, Inc. Investment Banks/BrokersFinance Part of Royal Bank of Canada, City National Securities, Inc. provides securities brokerage services. The company is based in Beverly Hills, CA. | Finance |
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