Scott Wachs, CFA
Scott Wachs joined City National Rochdale in 2017 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. Wachs was a senior associate at UBS on the wealth strategy team conducting due diligence on external investment managers, including private equity, hedge funds and mutual funds. He started his career in investment banking, handling M&A, raising debt, and other capital market transactions.
Mr. Wachs has a MBA in Finance from the Pepperdine GraziadioBusiness School. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and CFA Society of New York.