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Ted Cox, CFA®,
CFP®, CPWA®

Eastern Divisional Managing Director, Senior Investment Consultant, City National Rochdale

Masterclass 6: Customizing Portfolio Management to Better Meet Comprehensive Wealth Planning Goals

Biases and panic create a huge problem for most investors. Learn about human biases and the best way to manage through biases to avoid money-losing moves. In this session, you will learn more about understanding biases and overcoming them to meet your long-term goals and objectives. Furthermore, City National Rochdale will touch on the value of combining portfolio construction and active management with Goals-Based Investing to increase the probability of reaching client goals.

Biography

Ted Cox has more than 30 years of diversified financial industry experience. As Eastern Divisional managing director, senior investment consultant at City National Rochdale, he oversees sales and business development in the region. This includes developing sales strategy and best practices, as well as recruitment and training of new investment consultants. Mr. Cox is also directly responsible for business development throughout the Mid-Atlantic, where he communicates and fosters relationships with high-net-worth investors and their financial advisors. Previously he spent 12 years at Marsh & McLennan as a managing account executive in the reinsurance division. In this role, Mr. Cox was an advisor to senior executives of client insurance companies on financial management strategies. Mr. Cox earned a BA from Cornell University and an MBA from Columbia University.