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Matthew Guillory

Sales Leadership - Strategic Alliance Development - Financial Planning - Cross-functional Team Leadership

Matthew Guillory, CPWA®, CEPA® is a senior vice president and the San Diego team lead with City National Bank Private Banking, based in La Jolla.14 He is a highly motivated and results-driven Investment Finance Leader with extensive knowledge in traditional and alternative investments.4

Professional Experience

Guillory has been working at City National Bank since February 2018, where he develops and manages client relationships with high-net-worth and ultra-high-net-worth individuals and families.4 His role involves providing integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage.4

Prior to joining City National Bank, Guillory held positions at:

  • Union Bank as Vice President, Private Banker & Team Leader (2014-2018)
  • California Bank & Trust as Vice President - Corporate Banking Group & Retail Leader (2013-2014)
  • Comerica Bank as Vice President - Middle Market, Business Banking and Retail Banking Leader (2008-2013)

Education and Certifications

  • B.S. in Business Administration with an emphasis in Finance from San Diego State University
  • Executive MBA from Pepperdine University
  • Certified Private Wealth Advisor® (CPWA) certification
  • Certified Exit Planning Advisor (CEPA®) certification

Community Involvement

Guillory is active in the community, having served as:

  • Founder and Charter President of San Diego's Mission Valley Sunset Rotary Club
  • Board member of the Jackie Robinson YMCA
  • Previous board member of Innovations Academy and San Diego Boys and Girls Club1

Recent Achievements

  • Honored as one of San Diego Business Journal's Black Leaders of Influence in 20242
  • Chosen as one of the 2024 Black Influential Leaders in San Diego by the County of San Diego3

Highlights

Jan 1 · 6sense.com
Matthew Guillory - Company Information, Competitors, News & FAQs
Feb 26 · cnb.com
Matthew Guillory Named to San Diego Business Journal “Black ...
Matthew Guillory Named to San Diego Business Journal “Black ...
Matthew Guillory - Neighborhood House Association

Related Questions

What are Matthew Guillory's key achievements at City National Bank?
How has Matthew Guillory contributed to the community through his board memberships?
What specific financial services does Matthew Guillory offer to high net worth individuals?
How did Matthew Guillory's experience at Union Bank prepare him for his role at City National Bank?
What makes Matthew Guillory stand out as a leader in the financial industry?
Matthew Guillory
Matthew Guillory, photo 1
Matthew Guillory, photo 2
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Location

San Diego, California, United States