You are cordially invited to our Fireside Chat. Adam Elover, Senior Portfolio Manager at City National Rochdale will talk
about the 2023 Economic Perspectives
Adam Elover, CFA/CPWA
Director, Senior Portfolio Manager
Mr. Elover joined City National Rochdale in 2006. He 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, he is responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management. Mr. Elover earned his BS in Finance from the Robert H. Smith School of Business at the University of Maryland and his MBA in Finance from the Merrick School of Business at the University of Baltimore. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute.
James Brophy, CFP®, CRPC®, CLU®
Additional Designations and Licenses: Series 7, Series 66, and Life, Accident and Health License Education: B.S. in Economics with a Concentration in Marketing from Bentley University It was natural for me to have an interest in business, given that my father is a wealth manager and entrepreneur. The decision to follow suit did not come easily though. Still, I could not shake a curiosity for all things financial which led me to the business focused Bentley University, where I studied economics and marketing. I found that those two subjects are about solving financial puzzles and understanding people. I had the opportunity to intern at a wealth management firm near Bentley University during my junior year. That experience showed me that a wealth manager solves complex financial puzzles every day, and the puzzles they solve help people to change their lives. This realization is what led me to join the team at Brophy Wealth Management, LLC.
*City National Rochdale partners with financial advisors to provide investment management services to their clients with more than $1 million in investable assets.
Date and Time
Wed, Mar 01, 2023
6:00p - 7:00p EST