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- Custodian
- Assetmark · City National Bank · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-20-1986
- Office Locations
- 33
Office Locations
About RBC Rochdale, LLC
RBC Rochdale (formerly City National Rochdale) is a boutique investment manager serving private wealth and institutional clients with tailored portfolio management and asset allocation. Clients work one-on-one with a dedicated portfolio manager and investment consultant, supported by extensive in-house research. The firm publishes proprietary “Rochdale Speedometers,” forward-looking economic and market indicators used to inform portfolio construction.
Team overview
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Accredited Investors
Asset Classes
Client Personas
CRM
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Fund Managers
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Platform
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Technology
Owner & Executives
JOBY SWANKUTTY DANIEL
Board Director
- CRD
- --
- Ownership
- Less than 5%
GREGG GIAQUINTO
Board Director, Chief Executive Officer, President
- CRD
- #3182583
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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MICHAEL OWEN ADAIR
Managing Director
- CRD
- #4412434
KASHIF SAGHEER AHMAD
Managing Director
- CRD
- #2518668
Showing 2 of 127 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,843,280,822 | $1,707,972 |
| Non-Discretionary | $117,217,756 | $5,328,080 |
| Total | $72,960,498,578 | $1,709,838 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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