Mr. Elover joined the former Rochdale Investment Management (predecessor to City National Rochdale) in 2006. He 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, he is responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management.
Prior to joining City National Rochdale, Mr. Elover worked in the Investment and Wealth Management division at Mercantile Safe Deposit & Trust Company, where he designed and analyzed client portfolios for conformity to model portfolios using individual security and sector analysis. Additionally, he was employed with Legg Mason Wood Walker, where he balanced the general ledger accounts of their mutual funds.
Mr. Elover earned his BS in Finance from the Robert H. Smith School of Business at the University of Maryland and his MBA in Finance from the Merrick School of Business at the University of Baltimore. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute.