Joseph James Querriera

Joseph James Querriera

Portfolio Manager-Aktien bei City National Rochdale LLC

Finance
Consumer Services

Profil

Mr. Joseph J.
Querriera, CFA MBA, is a Managing Director & Senior Portfolio Manager at City National Rochdale LLC.
He has over 20 years of experience in portfolio management and equity analysis.
He works closely with the firm’s largest and most complex clients to develop a customized portfolio based on the client’s unique investment objective.
During his tenure at City National, he has served as Equity Analyst covering several sectors including information technology and financials.
Prior to joining City National Rochdale, he served as Second Vice President and Portfolio Manager at Northern Trust where he managed accounts for high-net-worth individuals.
Mr. Querriera earned his MBA from the University of Southern California Marshall School of Business and a Bachelor of Science in Business Administration, with an emphasis in Finance, from California State Polytechnic University, Pomona.
Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Society of Orange County, CFA Society of Los Angeles, and the CFA Institute.

Aktive Positionen von Joseph James Querriera

UnternehmenPositionBeginn
Portfolio Manager-Aktien 10.09.2013
Alle aktiven Positionen von Joseph James Querriera

Ehemalige bekannte Positionen von Joseph James Querriera

UnternehmenPositionEnde
Portfolio Manager-Aktien 09.09.2013
NORTHERN TRUST CORPORATION Corporate Officer/Principal -
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Ausbildung von Joseph James Querriera

California State Polytechnic University (Pomona) Undergraduate Degree
USC Marshall School of Business Masters Business Admin

Erfahrungen
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Beziehungen

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Unternehmensverbindungen

Börsennotierte Unternehmen1
NORTHERN TRUST CORPORATION

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Finance

Finance

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