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    Robert Meckstroth

    Portfolio Manager at City National Rochdale

    Robert Meckstroth is a Senior Portfolio Manager at City National Rochdale, a position he has held since joining the company in 2011.1 He is a highly experienced professional in the wealth management industry, with over 15 years of experience.2

    Professional Background

    Meckstroth's role at City National Rochdale involves working closely with clients' advisors to develop customized investment portfolios. He is responsible for implementing investment strategies, monitoring private client portfolios, and managing direct client relationships.1

    Education and Qualifications

    Robert Meckstroth holds impressive educational and professional credentials:

    • BA in Economics and BS in Marketing from the University of Florida
    • MBA from the Haas School of Business at the University of California at Berkeley
    • Chartered Financial Analyst (CFA) designation
    • Certified Private Wealth Advisor (CPWA®) designation1

    Previous Experience

    Before joining City National Rochdale, Meckstroth worked at:

    • Conifer Securities as a Market Data Analyst
    • Citigroup, specializing in corporate actions in the U.S. and Latin American markets1

    Personal Interests

    Outside of his professional life, Meckstroth is known to be:

    • A national champion bridge player
    • An enthusiast of sports and international travel1

    Robert Meckstroth's LinkedIn profile can be found under the username "robert-meckstroth-cfa-cpwa®-8a067212".2

    Related Questions

    What are Robert Meckstroth's main responsibilities at City National Rochdale?
    How does Robert Meckstroth tailor investment strategies for his clients?
    What is Robert Meckstroth's background before joining City National Rochdale?
    What designations does Robert Meckstroth hold?
    How long has Robert Meckstroth been working at City National Rochdale?
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    Location

    San Francisco Bay Area