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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

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Location

San Francisco Bay Area