William Gonzalez, CFA, CIMA®

Senior Investment Consultant

William Gonzalez joined City National Rochdale in 2015 and has over 18 years of investment experience. He is responsible for business development throughout Washington DC, Kentucky, Maryland, and West Virginia in the Mid-Atlantic region. He cultivates relationships with financial advisors, CPAs, attorneys, and their high-net-worth clients who may benefit from City National Rochdale’s investment management services.

Prior to joining the firm, Mr. Gonzalez worked at PNC Wealth Management where he served as a Senior Portfolio Manager. In this role, he partnered with sales teams in new business acquisitions by presenting to centers of influence, bank branch partners, and prospective clients. During his tenure at PNC, he was named a Top Money Adviser in the November 2014 issue of Washingtonian Magazine. In his previous role as an Investment Manager with Multi-family office firm, he constructed investment portfolios and worked with Sales and Marketing in developing new business opportunities. Mr. Gonzalez also has previous experience consulting foundations, endowments and pension plans as well as vetting hedge funds, private equity and private debt offerings.

Mr. Gonzalez received his BS in Economics from James Madison University, where he set multiple passing records on the varsity football team. Mr. Gonzalez holds the Chartered Financial Analyst® (CFA) designation and is a member of the CFA Institute and the CFA Society of Washington DC. He is also a Certified Investment Management Analyst® (CIMA). Mr. Gonzalez is the proud father of four daughters. In his spare time, he mentors student-athletes at James Madison University.

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