Outperforming the Index Through Industry Selection

General Investing >> Money Manager Interviews >> March 2, 2015

Tom Galvin, Managing Director and Senior Portfolio Manager, joined the former Rochdale Investment Management — predecessor to City National Rochdale — in 2012. He works directly with the CIO to guide the firm’s equity research functions and is a member of the asset allocation committee. He is responsible for leading the core equity research team and co-manages the U.S. Core Equity Strategy. 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. At UBS, he was a Senior Portfolio Manager and Director of Research where he co-managed $8 billion in large-cap growth, core institutional and mutual fund portfolios. Prior to UBS, he was a Senior Managing Director with Forstmann-Leff Associates where he was responsible for $3.8 billion in large-cap, midcap, asset allocation and long/short equity hedge fund products, as well as held numerous positions including Chief Investment Officer and Director of Research. Mr. Galvin earned his B.A. 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. Profile

TWST: Give us some background on City National Rochdale.

Mr. Galvin: City National Rochdale is the wealth management division of City National Bank. We are focused on providing

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Outperforming the Index Through Industry Selection

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