Ted Cox, CFA, CFP®

Managing Director, Senior Investment Consultant

Mr. Cox joined City National Rochdale in 2001 and has over 25 years of diversified financial industry experience. He is responsible for business development throughout the Mid-Atlantic Region where he communicates and fosters relationships with high-net-worth investors who may benefit from City National Rochdale’s investment management services.

Prior to joining the firm, Mr. Cox spent 12 years at Marsh & McLennan as a Managing Account Executive in the Reinsurance division. In this role, Mr. Cox was an advisor to senior executives of client insurance companies on financial management strategies.

Mr. Cox earned his BA from Cornell University and his MBA from Columbia University. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute. Mr. Cox is also a Certified Financial Planner. Since 2003, he has lived in Richmond, VA with his wife, Angela, and their two boys, William and Charlie.

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