Elizabeth Dooley, CFA, CAIA, CPWA
Managing Director, Senior Portfolio Manager
Ms. Dooley joined City National Rochdale in 2000. She works closely with each client’s advisor to develop a customized portfolio based on the client’s investment objective, time horizon, income needs, and tolerance for market volatility. In this role, she is responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management.
Ms. Dooley began her career at Fukuoka City Bank as a trading assistant where she gained experience managing and financing commercial loan portfolios. She then worked at Mitsubishi Trust & Banking Corp. (USA) providing support to the securities lending desk. Prior to City National Rochdale, Ms. Dooley was employed by Citibank, NA on their finance/treasury desk where she was involved in financing the bank’s book of U.S. & Canadian Government & Agency securities in addition to developing structured finance solutions for Fortune 100 clients.
Ms. Dooley earned a BBS in Finance from Dublin City University in her native Ireland. She holds the Chartered Financial Analyst® designation and is a member of the CFA Institute. She also holds the Chartered Alternative Investment Analyst and Certified Private Wealth Advisor® designations. Ms. Dooley is a member of the New York Society of Security Analysts, and is an active member of her community. She enjoys spending her free-time volunteering for various organizations.