Matthew Larson, Cfa
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Matthew Larson, Cfa Email & Phone Number

Senior Investment Consultant at City National Rochdale
Location: Houston, Texas, United States 7 work roles 3 schools
1 work email found @cnr.com 2 phones found area 281 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email m****@cnr.com
Direct phone (281) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
City National Rochdale
Role
Senior Investment Consultant
Location
Houston, Texas, United States
Company size
286 employees

Who is Matthew Larson, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Matthew Larson, Cfa is listed as Senior Investment Consultant at City National Rochdale, a company with 286 employees, based in Houston, Texas, United States. AeroLeads shows a work email signal at cnr.com, phone signal with area code 281, and a matched LinkedIn profile for Matthew Larson, Cfa.

Matthew Larson, Cfa previously worked as Investment Consultant at City National Rochdale and Manager at Wpwealth. Matthew Larson, Cfa holds Mba, Business Administration from Shorter University.

Company email context

Email format at City National Rochdale

This section adds company-level context without repeating Matthew Larson, Cfa's masked contact details.

*@cnr.com
71% confidence

AeroLeads found 1 current-domain work email signal for Matthew Larson, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Matthew Larson, Cfa

MBA, with 10 years experience in financial services sales and advice roles.

Listed skills include Business Analysis, Teamwork, Financial Planning, Financial Analysis, and 9 others.

Current workplace

Matthew Larson, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

City National Rochdale
City National Rochdale
Senior Investment Consultant
Houston, TX, US
Website
cnr.com
Employees
286
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Company profile
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7 roles

Matthew Larson, Cfa work experience

A career timeline built from the work history available for this profile.

Manager

Wpwealth

Houston, Texas

Jun 2019 - Sep 2020

Internal Wholesaler

Invesco Us
Feb 2013 - Jun 2019

Financial Advisor & Retirement Specialist

Wealth Development Strategies, Llc

Integrate tax, insurance, and investment planning into a comprehensive plan that helps individuals strategically maximize their assets to reach their financial goals. Let me help you grow and protect your assets.

Oct 2010 - Jan 2013

Graduate Assistant Cheerleading Coach

Shorter University

Rome, GA

Structured and ran practices and performances for two teams of 20 cheerleaders. Responsible for demonstrating and honing physical skills and teaching them over the course of the year.

Aug 2008 - Apr 2010

College Staff Member

National Cheerleaders Assn

Full time staff member instructing college cheerleading teams across the nation in various skills and team building exercises.

Jul 2008 - Jul 2009
Team & coworkers

Colleagues at City National Rochdale

Other employees you can reach at cnr.com. View company contacts for 286 employees →

KL Kelly Lankheit Kelly Lankheit Colleague at City National Rochdale Greater Orlando, United States View → SP Scott Pollaci, Cfp, Cfa, Aif, Cpwa Scott Pollaci, Cfp, Cfa, Aif, Cpwa Colleague at City National Rochdale Lake Mary, Florida, United States, United States View → HK Hector Kreutz, Cfa Hector Kreutz, Cfa Colleague at City National Rochdale New York City Metropolitan Area, United States View → AM Alexander Meleis, Cfa Alexander Meleis, Cfa Colleague at City National Rochdale Greater Orlando, United States View → SB Shenay B. Shenay B. Colleague at City National Rochdale New York City Metropolitan Area, United States View → ZO Zoya Obraztsova Zoya Obraztsova Colleague at City National Rochdale Brooklyn, New York, United States, United States View → NN Nicholas Natale Nicholas Natale Colleague at City National Rochdale New York, New York, United States, United States View → MZ Max Zaprahayeu, Cfa Max Zaprahayeu, Cfa Colleague at City National Rochdale Greater Chicago Area, United States View → AG Ally Garwood Ally Garwood Colleague at City National Rochdale Los Angeles, California, United States, United States View → CI Carlos Ibanez, Cpwa®, Cepa® Carlos Ibanez, Cpwa®, Cepa® Colleague at City National Rochdale Orlando, Florida, United States, United States View →
3 education records

Matthew Larson, Cfa education

FAQ

Frequently asked questions about Matthew Larson, Cfa

Quick answers generated from the profile data available on this page.

What company does Matthew Larson, Cfa work for?

Matthew Larson, Cfa works for City National Rochdale.

What is Matthew Larson, Cfa's role at City National Rochdale?

Matthew Larson, Cfa is listed as Senior Investment Consultant at City National Rochdale.

What is Matthew Larson, Cfa's email address?

AeroLeads has found 1 work email signal at @cnr.com for Matthew Larson, Cfa at City National Rochdale.

What is Matthew Larson, Cfa's phone number?

AeroLeads has found 2 phone signal(s) with area code 281 for Matthew Larson, Cfa at City National Rochdale.

Where is Matthew Larson, Cfa based?

Matthew Larson, Cfa is based in Houston, Texas, United States while working with City National Rochdale.

What companies has Matthew Larson, Cfa worked for?

Matthew Larson, Cfa has worked for City National Rochdale, Wpwealth, Invesco Us, Wealth Development Strategies, Llc, and Shorter University.

Who are Matthew Larson, Cfa's colleagues at City National Rochdale?

Matthew Larson, Cfa's colleagues at City National Rochdale include Kelly Lankheit, Scott Pollaci, Cfp, Cfa, Aif, Cpwa, Hector Kreutz, Cfa, Alexander Meleis, Cfa, and Shenay B..

How can I contact Matthew Larson, Cfa?

You can use AeroLeads to view verified contact signals for Matthew Larson, Cfa at City National Rochdale, including work email, phone, and LinkedIn data when available.

What schools did Matthew Larson, Cfa attend?

Matthew Larson, Cfa holds Mba, Business Administration from Shorter University.

What skills is Matthew Larson, Cfa known for?

Matthew Larson, Cfa is listed with skills including Business Analysis, Teamwork, Financial Planning, Financial Analysis, Retirement Planning, Microsoft Excel, Microsoft Word, and Strategic Financial Planning.

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