Andrew Rothstein, Cfa Email & Phone Number

As a Portfolio Manager at City National Rochdale, I apply my CFA credentials and corporate finance expertise to identify and invest in durable competitive advantage opportunities for our clients. I have over 15 years of experience in asset management, financial statement analysis, and modeling, and I use various tools such as SNL Financial, FactSet, and Bloomberg to conduct in-depth research and valuation.Previously, I was a Co-Portfolio Manager on RHJ’s Small Cap Value and International Small Cap strategies, where I contributed to the portfolio construction, risk management, and performance attribution of these funds. I also served as a Managing Partner, Portfolio Manager, and Analyst at HGK Asset Management, where I was involved in multiple aspects of the investment process and the firm's operations. My mission is to deliver consistent and superior returns for our investors, while adhering to the highest standards of ethics and professionalism.

Listed skills include Cfa, Bloomberg, Asset Managment, Financial Statement Analysis, and 38 others.