Bruce Simon joined the former City National Asset Management (predecessor to City National Rochdale®) in 2011 and has over 30 years of experience in the investment industry. He leads City National’s skilled team of portfolio managers and research analysts, and as Chairman of the firm’s asset allocation committee, Mr. Simon directs the firm’s views on the economy and investment strategy. Previously, Mr. Simon was Chief Investment Officer and Managing Director at Ballentine Partners, a $5-billion independent wealth management firm near Boston.
He holds a BS in Marketing from Penn State University as well as an MBA in Applied Economics from George Washington University. Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute.