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Jonathan Herzog

CFA
Portfolio Manager

Mr.  Herzog  joined City National Rochdale in 2018 and has over 10  years  of professional experience in the financial services industry. He partners with financial advisors  to develop  customized  portfolios  based  on  clients’  investment  objectives, time horizons, income needs, and tolerances for market volatility. He is responsible for investment strategy implementation,  monitoring  of private client portfolios, and direct relationship management.

Prior to joining City National Rochdale, Mr. Herzog started his career as a portfolio analyst at P-Squared Capital Management, a registered Investment Advisor serving retail investors, where he was responsible for conducting equity research as well as trading and rebalancing client portfolios.

Mr.  Herzog  earned  his  BA in Economics  from  Vassar  College.  He  holds  the Chartered  Financial  Analyst®  designation and is a member of the CFA Institute. In his free time, Mr. Herzog enjoys playing basketball and spending time with friends and family.


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