Elizabeth Teresa Dooley
Portfolio Manager-Equities at City National Rochdale LLC
Profile
Ms. Elizabeth T.
Dooley, CFA, is a Managing Director & Senior Portfolio Manager at City National Rochdale LLC.
She 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, she is responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management.
Ms. Dooley began her career at Fukuoka City Bank as a Trading Assistant where she gained experience managing and financing commercial loan portfolios.
Ms. Dooley then worked at Mitsubishi Trust & Banking Corp.
(USA) providing support to the securities lending desk.
Prior to City National Rochdale, she was employed by Citibank, NA on their finance/treasury desk where she was involved in financing the bank’s book of U.S.
& Canadian Government & Agency securities in addition to developing structured finance solutions for Fortune 100 clients.
Ms. Dooley earned a BBS in Finance from Dublin City University in her native Ireland.
She holds the Chartered Financial Analyst designation and the Chartered Alternative Investment Analyst designation.
She is also a member of the CFA Institute and the New York Society of Security Analysts.
Elizabeth Teresa Dooley active positions
Companies | Position | Start |
---|---|---|
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, TSX: RY) in Canada. The firm was created 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 individuals as well as to registered investment companies, a private fund and institutional clients. | Portfolio Manager-Equities | 2013-09-09 |
Former positions of Elizabeth Teresa Dooley
Companies | Position | End |
---|---|---|
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-Equities | 2013-08-30 |
Citibank NA (New York)
Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
The Mitsubishi Trust & Banking Corp. (US)
The Mitsubishi Trust & Banking Corp. (US) Major BanksFinance The Mitsubishi Trust & Banking Corp. (US) is based in Chicago, IL. The Mitsubishi Trust & Banking Corp. (US) provides commercial banking services. | Corporate Officer/Principal | - |
Fukuoka City Bank Ltd. | Corporate Officer/Principal | - |
Training of Elizabeth Teresa Dooley
Dublin City University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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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 |
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, TSX: RY) in Canada. The firm was created 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 individuals as well as to registered investment companies, a private fund and institutional clients. | Finance |
Fukuoka City Bank Ltd. | Finance |
The Mitsubishi Trust & Banking Corp. (US)
The Mitsubishi Trust & Banking Corp. (US) Major BanksFinance The Mitsubishi Trust & Banking Corp. (US) is based in Chicago, IL. The Mitsubishi Trust & Banking Corp. (US) provides commercial banking services. | Finance |
Citibank NA (New York)
Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Finance |
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