Erin
Patak
City National Rochdale
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About this Advisor
Erin Patak is a financial advisor based in Houston, Texas, working with City National Rochdale. Erin has previously held positions at Gs Trust Company N.A. (The), Columbia Business School - Center For Global Brand Leadership, Columbia University, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Goldman Sachs, Mosaic Advisors, and Cnr Securities, LLC. Erin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Erin is part of City National Rochdale, which operates out of Houston, Texas. The firm has 9 offices and 220 employees. The firm manages assets totaling $60.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at City National Rochdale includes asset-based and fixed fees.
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City National Rochdale Brokerage Details
$60,065,620,722
220
43,108
$1,393,375
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Erin Patak Work History
Cnr Securities, LLC
Mosaic Advisors
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Gs Trust Company N.A. (The)
Goldman Sachs
Goldman Sachs
Goldman Sachs
Columbia Business School - Center For Global Brand Leadership
Columbia University
Disclosures
Please visit the SEC profile of Erin Patak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at City National Rochdale
New York, NY
New York, NY
Irvine, CA
Beverly Hills, CA
New York, NY
New York, NY
New York, NY
Beverly Hills, CA
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