Check the background of registered investment professionals on FINRA's BROKERCHECK
-
Scott J. Pollaci
- CFA, AIF®, CFP®, CPWA®
- Managing Director
- Senior Investment Consultant
Mr. Pollaci joined City National Rochdale in 2007. He is responsible for collaborating with independent financial advisors to assist them in attracting high-net-worth clients in Florida and Puerto Rico. During his time at the firm, he has partnered with numerous financial advisors to evaluate the portfolios of high-net-worth clients and prospects, and develop unique strategies created to their clients' needs. Through this process, he has developed a keen understanding of both advisors and money managers.
Prior to City National Rochdale, Mr. Pollaci spent four years as an investment consultant for TD Ameritrade. In this role, he provided investment guidance to high-net-worth individuals and assisted them in choosing the best advisory platform for their needs. Mr. Pollaci began his career with Morgan Stanley in the Private Client Services Division as a Financial Advisor.
Mr. Pollaci received his BS in Business Management from Rider University and his MBA from the University of Central Florida. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute. He is an Accredited Investment Fiduciary®, CERTIFIED FINANCIAL PLANNERTM, and Certified Private Wealth Advisor®. In his spare time, Mr. Pollaci enjoys going to concerts, and traveling with his family.
Get to know us.
If you have clients with more than $1 million in investable assets and want to find out about the benefits of our intelligently personalized® portfolio management, speak with an investment consultant near you today.
If you’re a high-net-worth client who's interested in adding an experienced investment manager to your financial team, learn more about working with us here