Profile
Mr. Thomas Kuo is Senior Quantitative Analyst at City National Rochdale LLC.
He joined the firm in September 2013.
He joined the former City National Asset Management (predecessor to City National Rochdale) in 2000 and has over 10 years of experience in the investment management industry, with most of his time spent in the field of equity research, analysis and portfolio management.
He is responsible for quantitative investment research, as well as, the account management of high-net-worth individual and trust portfolios.
Mr. Kuo also serves as the co-manager of City National Rochdale Diversified Equity Mutual Fund.
Mr. Kuo holds a bachelor’s degree in business administration, with an emphasis in Finance, from California State Polytechnic University in Pomona.
He is a member of the CFA Institute and the CFA Society of Los Angeles.
Former positions of Thomas Kuo
| Companies | Position | End |
|---|---|---|
City National Asset Management, Inc.
City National Asset Management, Inc. Investment ManagersFinance Profile Unavailable | Portfolio Manager-Equities | 09/09/2013 |
City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance RBC Rochdale employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments. | Analyst-Equity | - |
Training of Thomas Kuo
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
| Private companies | 3 |
|---|---|
City National Asset Management, Inc.
City National Asset Management, Inc. Investment ManagersFinance Profile Unavailable | Finance |
California State Polytechnic University (Pomona)
California State Polytechnic University (Pomona) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance RBC Rochdale employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments. | Finance |
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