Simon B. P. Chapman
Analyst-Equity at City National Rochdale LLC
Profile
Mr. Simon B.
Chapman is a Director & Senior Portfolio Manager at City National Rochdale LLC.
He has over 20 years of experience in the financial industry.
He currently manages over 250 personal trust, agency, and 401(K) accounts, and is the Senior Portfolio Manager for relationships in both Southern California and Nevada.
With 20 years at the Firm, he has co-managed many of City National Rochdale’s investment offerings.
He has also served as the Financial Analyst for the Consumer Staples and Utilities sectors for the City National Rochdale Mutual Funds.
Prior to joining City National, Mr. Chapman was employed by National Bank of the Redwoods in Santa Rosa, CA, and also in the International Finance division for the Trustees Savings Bank in Edinburgh, Scotland.
Mr. Chapman holds both a Bachelor of Arts in Accountancy and a Postgraduate Diploma in Computer Science from the University of Dundee in Scotland.
He is also a member of the San Diego CFA Society and is active in the local community.
Simon B. P. Chapman 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. | Analyst-Equity | 2013-09-09 |
Former positions of Simon B. P. Chapman
| Companies | Position | End |
|---|---|---|
City National Asset Management, Inc.
 City National Asset Management, Inc. Investment ManagersFinance City National Asset Management, Inc. is a registered investment advisor headquartered in Beverly Hills, California. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). They provide investment advisory and shareholder services to individuals and the CNI Charter mutual funds. | Portfolio Manager-Equities | 2007-12-30 |
| National Bank of the Redwoods | Corporate Officer/Principal | - |
Training of Simon B. P. Chapman
| University Of Dundee | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
City National Asset Management, Inc.
City National Asset Management, Inc. Investment ManagersFinance City National Asset Management, Inc. is a registered investment advisor headquartered in Beverly Hills, California. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). They provide investment advisory and shareholder services to individuals and the CNI Charter mutual funds. | Finance |
| National Bank of the Redwoods | 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 |
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