Roman Alpert
Senior Portfolio Manager at City National Rochdale | North Port-Sarasota Area
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Senior Portfolio Manager at City National Rochdale in March 2016 to Present
Vice President, Portfolio Manager at U.S. Trust in September 2010 to March 2016
Co-Creator Brick Yard Restaurant & Bar at The Brick Yard Restaurant & Bar in February 2010 to November 2013
Consultant at FactSet Research Systems in September 2008 to September 2010
Equity Research Intern at First Rain in April 2008 to August 2008
Analyst/Business Development Officer at Danro Corporation in December 2005 to July 2007
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University of San Francisco, Masters of Science, January 2007 to January 2009
Investment Banking Institute, Certificate, January 2008
University of Arizona, BS, January 2001 to January 2005
Frankfurt International School, International Baccalaureate
Kinkaid High School
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Tax
Client Services
Relationship Building
Team Leadership
Series 65
Business Development
Investment Strategies
Wealth Management Services
Capital Formation
Star Phonics
Equities
Financial Modeling
Portfolio Management
Investments
Financial Analysis
Valuation
Fixed Income
Asset Managment
Equity Research
Bloomberg
Derivatives
Hedge Funds
Investment Management
Capital Markets
Mutual Funds
Alternative Investments
Asset Allocation
Financial Markets
Investment Banking
Quantitative Analytics
FactSet
Northfield
Alpha Testing
Portfolio Construction
Strategy
Asset Management
Mergers & Acquisitions
Analysis
Risk Management
Competitive Analysis
Economics
Entrepreneurship
Bonds
Venture Capital
Private Equity
Financial Literacy Training
Analytics
High Net Worth Individuals
Bloomberg Terminal
Axioma
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Discover more about City National RochdaleWhat is Roman Alpert email address?
Email Roman Alpert at [email protected] and [email protected]. This email is the most updated Roman Alpert's email found in 2026.
What is Roman Alpert phone number?
Roman Alpert phone number is 4157109062.
How to contact Roman Alpert?
To contact Roman Alpert send an email to [email protected] or [email protected]. If you want to call Roman Alpert try calling on 4157109062.
What company does Roman Alpert work for?
Roman Alpert works for City National Rochdale
What is Roman Alpert's role at City National Rochdale?
Roman Alpert is Senior Portfolio Manager
What industry does Roman Alpert work in?
Roman Alpert works in the Investment Management industry.
Roman Alpert Email Addresses
Roman Alpert Phone Numbers
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