Charles David Boettcher

Charles David Boettcher

Portfolio Manager-Aktien bei City National Rochdale LLC

Finance
Consumer Services

Profil

Mr. Charles D.
Boettcher is a Southwest Divisional Managing Director & Senior Portfolio Manager at City National Rochdale LLC.
He joined the firm in 2007 and has over 25 years of professional experience in investment management.
He manages portfolios totaling over $2.5 billion in client assets, specializing in portfolio construction designed to fit clients’ personalized needs and risk/return parameters.
He has extensive experience managing assets for individuals, foundations, and various types of trusts, including charitable, special needs, and socially responsible trusts.
He is a member of the Senior Management Team where he is responsible for cross-functional leadership, decision-making, and implementation of strategic mandates and policies for City National Rochdale.
Further, he is a member of the Portfolio Manager Council leading efforts in all aspects of portfolio management as well as managing equity and balanced portfolio managers.
Prior to City National, Mr. Boettcher worked as a Portfolio Manager and Senior Investment Officer at Northern Trust, where he was responsible for the management of client portfolios, as well as the portfolio managers and investment staff in the Westwood office.
Mr. Boettcher holds a BA in Political Science, with Honors, from the University of California, Berkeley.

Aktive Positionen von Charles David Boettcher

UnternehmenPositionBeginn
Portfolio Manager-Aktien 10.09.2013
Alle aktiven Positionen von Charles David Boettcher

Ehemalige bekannte Positionen von Charles David Boettcher

UnternehmenPositionEnde
Corporate Officer/Principal 31.08.2013
Portfolio Manager-Aktien -
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Ausbildung von Charles David Boettcher

University of California, Berkeley Undergraduate Degree

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