Kevin Hauri, CFA

Portfolio Manager

Mr. Hauri joined City National Rochdale in 2013. He is responsible for the implementation of proprietary strategies and is instrumental in the development of short- and long-term investment strategies.

Prior to his current role in the firm, Mr. Hauri worked as a Private Client Analyst at City National Bank. He began his professional career in 2005 with the Capital Group Companies as a Senior Shareholder Account Representative and was later promoted to a Senior Business Continuity Associate.

He earned his MBA in Finance and International Business from the University of Southern California and his BA in Psychology from the University of California, Irvine. He is a graduate of the Riordan Volunteer Leadership Development Program. Mr. Hauri holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Orange County, the CFA Society of Los Angeles, and the CFA Institute. He enjoys traveling the world with his family and experiencing different cultures.

Check the background of registered investment professionals on FINRA's BrokerCheck

Get to know us.

If you have a client with more than $1 million in investable assets and want to find out more about how our investment team could benefit them, talk to an investment consultant near you today.

If you’re a high-net-worth client who’s interested in adding an experienced investment manager to your financial team, learn more about working with us here