Russell Martin, CFA, CFP®, CPWA®

Intern

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Houston, Texas, United States

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Timeline
About me
Director, Senior Portfolio Manager at City National Rochdale
Education
- The Dale Carnegie Course
  2005 - 2005
  Human Relations & Communication
  Recipient of Highest Award for Achievement
- California Polytechnic State University-San Luis Obispo
  2002 - 2006
  B.S. Business Administration - Finance
  Activities and Societies: Phi Kappa Psi Fraternity, Study Abroad - Thailand & Vietnam (2005) Cum Laude
- Saint Mary's College of California
  2007 - 2008
  M.S. Financial Analysis & Investment Management
  Activities and Societies: Elected Class Representative Valedictorian (Dean's Award)
Experience
- Bay Area Homes Sales & Evaluations
  Mar 2006 - Jun 2006
  Intern
- Charles Schwab Investment Management
  Aug 2006 - Jan 2009
  Senior Specialist, Real Estate Investments & Research
- Dale Carnegie Training
  Feb 2007 - Mar 2009
  Volunteer Graduate Assistant
- Shareholder Representative Services LLC
  Mar 2009 - Nov 2009
  Accounting Analyst
- Charles Schwab Investment Management
  Nov 2009 - Nov 2012
  - Associate Portfolio Manager
    May 2011 - Nov 2012
  - Senior Specialist, Fund Services
    Nov 2009 - May 2011
- Charles Schwab
  Nov 2012 - May 2014
  Vice President - Financial Consultant
- City National Rochdale
  May 2014 - now
  - Director, Senior Portfolio Manager
    Feb 2025 - now
  - Senior Portfolio Manager
    Dec 2021 - Feb 2025
  - Portfolio Manager
    Mar 2016 - Dec 2021
  - Associate Portfolio Manager
    May 2014 - Mar 2016
Licenses & Certifications
- Series 66
  FINRA
  Nov 2011
- Series 7
  FINRA
  Nov 2011
- CFA (Chartered Financial Analyst)
  CFA Institute
  Sept 2011
- CPWA® (Certified Private Wealth Advisor)
  Investments & Wealth Institute
  Aug 2020
- CFP® (Certified Financial Planner)
  CFP Board
  Apr 2017