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Photo of Julz
Schwingler
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Julz Schwingler
- CFA, CFP®, CPWA®, CEPA®
- Managing Director
- Senior Investment Consultant
Ms. Schwingler joined City National Rochdale in 2015 and has over 30 years of experience in the financial services industry. Located in Minnesota, she is responsible for business development throughout the Mid-Western Region where she communicates and fosters relationships with financial professionals and their high-net-worth clients.
Prior to joining the firm, Ms. Schwingler served as a Regional Vice President at several asset management firms, including Chase, Dreyfus, and BlackRock. In each of her previous roles, she consulted with financial advisors and their clients, bringing investment insights and practice management strategies to the relationships. Ms. Schwingler began her career as a financial advisor in Minneapolis, where she worked regularly with business owner clients.
Ms. Schwingler received her BA from St. Olaf College in Minnesota and holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and CFA Society Minnesota. Additionally, she is a CERTIFIED FINANCIAL PLANNERTM , a Certified Private Wealth Advisor®, and a Certified Exit Planning Advisor®. When she is not meeting with clients or advisors, you can find her playing pond hockey with her husband, three kids, and two dogs.
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