Sheldon Craig Brandau
Portfolio Manager-Equities at City National Rochdale LLC
Profile
Mr. Sheldon C.
Brandau is a Managing Director & Senior Portfolio Manager at City National Rochdale LLC.
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.
Previously, he worked as a Financial Advisor and Portfolio Manager at Merrill Lynch within the firm’s Private Banking and Investment Group, designing and implementing investment strategies for affluent clients.
His responsibilities also included due diligence research, trading, and portfolio management functions.
Prior to joining Merrill Lynch, Mr. Brandau worked at State Street Corporation where he was a Senior Officer, managing the investment analysis and performance reporting for the firm’s Section 529 College Savings Plans.
He began his investment and financial career at Sanford C.
Bernstein & Co., Inc., serving as the firm’s Investment Planning Analyst for the Southeast Region.
Mr. Brandau holds a Bachelor of Science in Management from Purdue University and an MBA in Finance and Statistics from New York University, Stern School of Business.
He holds the Chartered Financial Analyst designation and the Chartered Alternative Investment Analyst designation.
He is a member of the CFA Institute, the CFA Society of South Florida, and the CAIA Association.
Sheldon Craig Brandau active positions
Companies | Position | Start |
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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, TSE: RY) in Canada. The firm was founded 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 individual investors as well as to registered investment companies and institutions. | Portfolio Manager-Equities | 10/09/2013 |
Former positions of Sheldon Craig Brandau
Companies | Position | End |
---|---|---|
Rochdale Investment Management LLC
Rochdale Investment Management LLC Investment ManagersFinance Founded in 1975, Rochdale Investment Management LLC is a registered investment advisor located in New York City. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). | Portfolio Manager-Equities | 31/08/2013 |
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Analyst-Equity | - |
STATE STREET CORPORATION | Corporate Officer/Principal | - |
Training of Sheldon Craig Brandau
Purdue University | Undergraduate Degree |
The Leonard N Stern School of Business | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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STATE STREET CORPORATION | Finance |
Private companies | 4 |
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Rochdale Investment Management LLC
Rochdale Investment Management LLC Investment ManagersFinance Founded in 1975, Rochdale Investment Management LLC is a registered investment advisor located in New York City. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). | Finance |
Merrill Lynch & Co., Inc. | Finance |
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | 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, TSE: RY) in Canada. The firm was founded 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 individual investors as well as to registered investment companies and institutions. | Finance |
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