David Little, CFP®

Business Development Specialist

Mr. Little joined City National Rochdale in 2016 with over 20 years of financial industry experience. He is responsible for fostering relationships with financial advisors, CPAs and broker-dealers with the objective of providing intelligently personalized portfolio management solutions to their high-net-worth clients.

Prior to joining the firm, Mr. Little spent 16 years at Lockwood Advisors, a subsidiary of The Bank of New York Mellon, in various roles, most recently serving as Senior Client Portfolio Manager. In this role, Mr. Little was responsible for collaborating with and providing independent Advisors, CPAs and broker-dealers with customized investment solutions, portfolio construction guidance, and case-specific analysis to both clients and prospects. Prior to that, Mr. Little held investment consultant and relationship roles at A.G. Edwards & Sons and The Vanguard Group, Vanguard Brokerage Services.

Mr. Little earned his B.A. in Criminal Justice and Sociology from Bloomsburg University of Pennsylvania. He completed The College for Financial Planning Professional Education Program and is a Certified Financial Planner. In his spare time, he enjoys fishing and cheering on his two teenage daughters as they compete in gymnastics and play softball around the country.

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