Profil
Mr. David M.
Coiro is Director & Senior Portfolio Manager at City National Rochdale LLC.
He works closely with each client’s advisor to develop a customized portfolio based on the client’s investment objective, time horizon, income needs, and tolerance for market volatility.
In this role, he is responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management.
Mr. Coiro joined the former Rochdale Investment Management (predecessor to City National Rochdale) in 1983.
He has over 30 years of diversified investment management experience.
He began his career in 1973 in Washington, D.C., with the New York Stock Exchange member firm Folger, Nolan Fleming, Douglas, where he gained valuable experience trading municipal bonds and working with substantial institutional investors.
In 1979, he joined R.W.
Corby & Co., a prominent Washington investment banking and institutional municipal bond firm, where he expanded his experience in private and limited partnership investments.
He led and participated in the organization and financing of several private investments.
Mr. Coiro received his BS from Boston College, where he studied Economics and Finance and attended Georgetown University’s Foreign Service Graduate School.
Ehemalige bekannte Positionen von David Michael Coiro
| Unternehmen | Position | Ende |
|---|---|---|
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-Aktien | 21.02.2017 |
Rochdale Investment Management LLC
 Rochdale Investment Management LLC Investment ManagersFinance Founded in 1975, Rochdale Investment Management LLC is a registered investment advisor located in New York City. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). | Portfolio Manager-Aktien | 31.08.2013 |
Corby Capital Markets, Inc.
 Corby Capital Markets, Inc. Investment Banks/BrokersFinance Corby Capital Markets, Inc. provides securities brokerage services. The private company is based in Boston, MA. | Corporate Officer/Principal | - |
Folger Nolan Fleming Douglas Capital Management, Inc.
 Folger Nolan Fleming Douglas Capital Management, Inc. Investment ManagersFinance Folger Nolan Fleming Douglas Capital Management, Inc. (CMI) is a registered wealth management firm headquartered in Washington, DC. The firm was founded in 1978 as a division of Folger Nolan Fleming Douglas, Inc. (FNFD). In 2006, the firm became a wholly-owned, indirect subsidiary of FNFD, ultimately held by Folger Associates LP. CMI provides investment advice to individuals, pensions and profit-sharing plans, trusts, estates, charitable organizations and other non-profit, corporate, and business entities. | Corporate Officer/Principal | 31.12.1978 |
Ausbildung von David Michael Coiro
| Boston College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Rochdale Investment Management LLC
Rochdale Investment Management LLC Investment ManagersFinance Founded in 1975, Rochdale Investment Management LLC is a registered investment advisor located in New York City. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). | Finance |
Folger Nolan Fleming Douglas Capital Management, Inc.
Folger Nolan Fleming Douglas Capital Management, Inc. Investment ManagersFinance Folger Nolan Fleming Douglas Capital Management, Inc. (CMI) is a registered wealth management firm headquartered in Washington, DC. The firm was founded in 1978 as a division of Folger Nolan Fleming Douglas, Inc. (FNFD). In 2006, the firm became a wholly-owned, indirect subsidiary of FNFD, ultimately held by Folger Associates LP. CMI provides investment advice to individuals, pensions and profit-sharing plans, trusts, estates, charitable organizations and other non-profit, corporate, and business entities. | 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 |
Corby Capital Markets, Inc.
Corby Capital Markets, Inc. Investment Banks/BrokersFinance Corby Capital Markets, Inc. provides securities brokerage services. The private company is based in Boston, MA. | Finance |
