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City National Rochdale Equity Income Fund Class N (RIMHX)
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36.78
-0.13
-0.35%
21/02 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 133.35M
City National Rochdale Div & Inc N
36.78
-0.13
-0.35%
- Overview
- Profile
- Historical Data
- Holdings
City National Rochdale Equity Income Fund Class N Overview
On this page you'll find an in-depth profile of City National Rochdale Equity Income Fund Class N. Learn about the key management, total assets, investment strategy and contact information of RIMHX among other information.
Investment Strategy
The investment seeks to provide significant income and long-term capital appreciation. Under normal market conditions, at least 80% of the fund’s net assets (plus any borrowings for investment purposes) consists of equity securities. It invests primarily in income-generating securities, principally comprised of dividend-paying equity securities. Generally, it invests primarily in dividend-paying equity securities. The fund seeks to create a portfolio of securities with an income yield greater than the dividend yield of the S&P 500 Index.
Contact Information
Address
c/o SEI Investments Distribution Co.
Oaks,PA 19456
United States
Oaks,PA 19456
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| David Shapiro | - | 2021 | Now |
| Biography | David Shapiro is a Senior Portfolio Manager and Senior Equity Analyst of the Adviser. Mr. Shapiro has more than 20 years of experience in investment research and analysis and financial services. Prior to joining the Adviser in 2014, Mr. Shapiro held senior analyst positions covering consumer and other sectors at a few long short equity hedge fund advisers. Previously, Mr. Shapiro was an equity research associate at Lehman Brothers. He also spent five years in investment banking and business development roles, working on corporate partnerships, restructurings, capital raisings, and acquisitions. Mr. Shapiro received his MBA in Finance from Columbia Business School, a BS in Economics from the Wharton School and a BA in Sociology from the College of Arts of Sciences at the University of Pennsylvania. | ||
| Tony Hu | - | 2021 | Now |
| Biography | Tony Hu is a Senior Portfolio Manager and Senior Equity Analyst of the Adviser. Prior to joining the Adviser in 2007, Mr. Hu was an Equity Research Associate at Bear Stearns from 2005 to 2007. Mr. Hu also held equity research positions at ThinkEquity Partners and Morningstar. Mr. Hu received his MSE in Computer Science & Engineering from the University of Michigan and his MBA in Finance from the London Business School. He holds the Chartered Financial Analyst® designation and the Financial Risk Manager certification. | ||
| Thomas A. Galvin | Senior Vice President | 2021 | 2022 |
| Biography | Mr. Galvin joined the former Rochdale Investment Management (predecessor to City National Rochdale) in 2012. He works directly with the CIO to guide the firm’s overall equity strategy and is a member of the Asset Allocation Committee. He leads the research and management of this strategy for client accounts. Mr. Galvin has over 30 years of equity investment experience from financial services organizations such as Lehman Brothers, Smith Barney, Forstmann-Leff and UBS. Most recently, he was Managing Partner at Galvin Asset Management, where he managed accounts for high-net-worth individuals. Prior to UBS, he was a Senior Managing Director with Forstmann-Leff Associates. Mr. Galvin earned his BA in Economics from Queens College and his MBA in Finance and Investments from Fordham University. Mr. Galvin is the Founder of the Fordham Wall Street Council and a former board member of the McCaddin-Quirk Foundation, The Lavelle Fund for the Blind and The Maryknoll Society. He is also a member of the New York Society of Security Analysts. | ||
| David J. Abella | Senior Portfolio Manager | 2003 | 2021 |
| Biography | David Abella is a Senior Portfolio Manager with City National Rochdale, LLC. He joined its predecessor, Rochdale Investment Management (“Rochdale”) in 1996. He is responsible for the development of City National Rochdale, LLC's and Rochdale’s dividend and income equity strategy Prior to joining Rochdale, Mr. Abella spent four years with Merrill Lynch and Paine Webber performing strategic analysis and two years as a tax consultant at Arthur Anderson & Co. Mr. Abella, a Chartered Financial Analyst, received his AB in economics with high distinction and his MBA in finance with distinction from the University of Michigan. He appears regularly on television media outlets and is widely quoted in the business press. | ||
| Garrett R. D'Alessandro | Portfolio Manager | 1999 | 2012 |
| Biography | Mr. D’Alessandro joined the former Rochdale Investment Management (predecessor to City National Rochdale) in 1986 and is the Chief Executive Officer. In addition to setting the strategic direction of the firm, he plays a key role in the firm's portfolio management and investment research functions. In this capacity he assists in determining the macroeconomic outlook and strategic asset allocations for the firm's strategies. Prior to joining the firm, Mr. D’Alessandro was a Certified Public Accountant and an Audit Manager with KPMG Peat Marwick. Mr. D’Alessandro received his MBA in Finance from the Stern School of Business at New York University. He holds the Chartered Financial Analyst designation, the Chartered Alternative Investments Analyst designation, and is a member of the New York Society of Security Analysts and the CFA Institute. He also is an Accredited Investment Fiduciary. Mr. D’Alessandro makes presentations on current investment issues to financial professionals throughout the country and has been featured in various media outlets including CNBC, The Financial Network, Practical Accountant, CPA Wealth Provider, and New Jersey CPA. Mr. D’Alessandro is an Ironman tri-athlete and has been selected multiple times to compete in the world championship in Kona, Hawaii. He is also a supporter of numerous charitable and civic organizations. | ||
| Carl Acebes | Chairman, CIO | 1999 | 2011 |
| Biography | Acebes has been chairman and chief investment officer with Rochdale Investment Management LLC since its founding in 1986. | ||
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