Mr. Cavallaro joined City National Rochdale in 2015. He partners with financial advisors to develop customized portfolios based on a client’s investment objective, time horizon, income need, and tolerance for market volatility. He is responsible for investment strategy implementation, monitoring of private client portfolios, and direct relationship management.
Previously, he has worked in investment strategy capacities spanning across equity & credit research, portfolio management, and global macro advisory. Prior to business school, he was an analyst at PNC Bank in their Treasury Management division. Mr. Cavallaro began his career as a financial analyst for Lockheed Martin.
Mr. Cavallaro has a BS in Applied Economics & Management from Cornell University as well as his MBA from Columbia Business School. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute.
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