AeroLeads people directory · profile
Max Zaprahayeu, Cfa Email & Phone Number
Portfolio Manager Associate
at
City National Rochdale
1 work email found
@northerntrust.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager Associate
Location
Greater Chicago Area, United States
Who is Max Zaprahayeu, Cfa? Overview
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Quick answer
Max Zaprahayeu, Cfa is listed as Portfolio Manager Associate at City National Rochdale, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at northerntrust.com and a matched LinkedIn profile for Max Zaprahayeu, Cfa.
Max Zaprahayeu, Cfa previously worked as Senior Investment Associate at Northern Trust and Account Manager, Investments Associate at Northern Trust. Max Zaprahayeu, Cfa holds Master Of Business Administration - Mba, Finance And Financial Management Services from Depaul University - Charles H. Kellstadt Graduate School Of Business.
Company email context
Email format at City National Rochdale
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*@northerntrust.com
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AeroLeads found 1 current-domain work email signal for Max Zaprahayeu, Cfa. Compare company email patterns before reaching out.
Profile bio
About Max Zaprahayeu, Cfa
As a Senior Investment Associate at Northern Trust Wealth Management, I am a key player in crafting personalized investment strategies for high-net-worth clients. With a degree in Finance and a CFA Level 3 Candidate, I have strong analytical skills and knowledge of financial regulations that enable me to manage portfolios, conduct market research, assess risk, and report on performance. I am dedicated to cultivating strong client relationships and establishing rapport with both clients and their families through targeted financial planning education. I work closely with the servicing team to address a spectrum of banking, estate planning, and administration inquiries, and to coordinate and schedule meetings with clients. I also create and refine comprehensive meeting materials and client presentations, and document client investment policy statements to align strategies with objectives. My aspiration is to continuously contribute to the achievement of clients' financial goals by integrating astute financial planning and fostering enduring professional connections.
Listed skills include Microsoft Office, Customer Service, Microsoft Excel, Management, and 9 others.
Current workplace
Max Zaprahayeu, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
City National Rochdale
Website
AeroLeads page
8 roles
Max Zaprahayeu, Cfa work experience
A career timeline built from the work history available for this profile.
Portfolio Manager Associate
As a Portfolio Manager Associate at City National Rochdale in Chicago, Illinois, I collaborate closely with senior portfolio managers to manage client investment portfolios and conduct in-depth research. I leverage my CFA designation to prepare detailed client presentations and reports, analyze financial markets, and provide valuable insights to support decision-making processes. With a strong analytical background and experience in investment management, I am dedicated to advancing my career… Show more As a Portfolio Manager Associate at City National Rochdale in Chicago, Illinois, I collaborate closely with senior portfolio managers to manage client investment portfolios and conduct in-depth research. I leverage my CFA designation to prepare detailed client presentations and reports, analyze financial markets, and provide valuable insights to support decision-making processes. With a strong analytical background and experience in investment management, I am dedicated to advancing my career in the dynamic and collaborative environment at City National Rochdale. Show less
Senior Investment Associate
As a Senior Investment Associate at Northern Trust Wealth Management my role is to be a key player in crafting personalized investment strategies for high-net-worth clients. Responsibilities include portfolio management, market research, risk assessment, and client reporting. Qualifications include a degree in Finance, experience in investment management, strong analytical skills, and knowledge of financial regulations. This role offers the chance to work closely with affluent clients to help… Show more As a Senior Investment Associate at Northern Trust Wealth Management my role is to be a key player in crafting personalized investment strategies for high-net-worth clients. Responsibilities include portfolio management, market research, risk assessment, and client reporting. Qualifications include a degree in Finance, experience in investment management, strong analytical skills, and knowledge of financial regulations. This role offers the chance to work closely with affluent clients to help them achieve their financial goals. Show less
Sep 2023 - May 2024
Account Manager, Investments Associate
Assisting portfolio managers in overseeing investment portfolios with a combined book of $5.5Bn in assets for high net worth clients, foundations, and family partnerships
Apr 2021 - Sep 2023
Consultant, Middle Office Asset Servicing, Hedge Fund Services
Aug 2019 - Apr 2021
Senior Analyst, Middle Office Asset Servicing, Hedge Fund Services
Aug 2018 - Aug 2019
Loan Servicing Specialist
Aug 2017 - Aug 2018
Finance Intern
Perform monthly and quarterly rebate calculations; assessing terms of contractsResearching unclaimed propertyData entry for accounts payableRunning queries, and preparing monthly financial reports and models in ExcelPerform various monthly expense analysisAssisting in working small balance collectionsAssisting with E-invoicing conversionPosting and applying paymentsAssisting with credit applications/portfolio analysis
Jun 2016 - Dec 2016
2 education records
Max Zaprahayeu, Cfa education
Master Of Business Administration - Mba, Finance And Financial Management Services
Finance, General
FAQ
Frequently asked questions about Max Zaprahayeu, Cfa
Quick answers generated from the profile data available on this page.
What company does Max Zaprahayeu, Cfa work for?
Max Zaprahayeu, Cfa works for City National Rochdale.
What is Max Zaprahayeu, Cfa's role at City National Rochdale?
Max Zaprahayeu, Cfa is listed as Portfolio Manager Associate at City National Rochdale.
What is Max Zaprahayeu, Cfa's email address?
AeroLeads has found 1 work email signal at @northerntrust.com for Max Zaprahayeu, Cfa at City National Rochdale.
Where is Max Zaprahayeu, Cfa based?
Max Zaprahayeu, Cfa is based in Greater Chicago Area, United States while working with City National Rochdale.
What companies has Max Zaprahayeu, Cfa worked for?
Max Zaprahayeu, Cfa has worked for City National Rochdale, Northern Trust, Northern Trust Corporation, Cortland Capital Market Services Llc, and American Hotel Register Company.
How can I contact Max Zaprahayeu, Cfa?
You can use AeroLeads to view verified contact signals for Max Zaprahayeu, Cfa at City National Rochdale, including work email, phone, and LinkedIn data when available.
What schools did Max Zaprahayeu, Cfa attend?
Max Zaprahayeu, Cfa holds Master Of Business Administration - Mba, Finance And Financial Management Services from Depaul University - Charles H. Kellstadt Graduate School Of Business.
What skills is Max Zaprahayeu, Cfa known for?
Max Zaprahayeu, Cfa is listed with skills including Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Powerpoint, Project Management, and Leadership.
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