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Photo of Jonathan
Herzog
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Jonathan Herzog
- CFA
- Portfolio Manager
Mr. Herzog joined City National Rochdale in 2018 and has over 10 years of professional experience in the financial services industry. He partners with financial advisors to develop customized portfolios based on clients’ investment objectives, time horizons, income needs, and tolerances for market volatility. He is responsible for investment strategy implementation, monitoring of private client portfolios, and direct relationship management.
Prior to joining City National Rochdale, Mr. Herzog started his career as a portfolio analyst at P-Squared Capital Management, a registered Investment Advisor serving retail investors, where he was responsible for conducting equity research as well as trading and rebalancing client portfolios.
Mr. Herzog earned his BA in Economics from Vassar College. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute. In his free time, Mr. Herzog enjoys playing basketball and spending time with friends and family.
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