City National Bank
Sam F. is an accomplished financial professional with extensive experience in investment and financial advisory roles. Current position is Senior Financial Advisor at City National Bank, following a tenure as Senior Financial Consultant at Comerica Bank. Previous roles include Assistant Vice President at Merrill Lynch, Financial Advisor Associate at Morgan Stanley, and Investment Specialist at Coldwell Banker Commercial. Sam possesses an MBA in Finance and Entrepreneurship from UCLA Anderson School of Management and a Bachelor's degree in Philosophy from Harvard University.
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City National Bank
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With $50.3 billion in assets, City National Bank provides banking, investment and trust services through 71 offices, including 19 full-service regional centers, in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville, Atlanta, Minneapolis and Washington, D.C. In addition, the company and its investment affiliates manage or administer $67.5 billion in client investment assets.