Wealth Management Team

Our Wealth Management Team is comprised of in-house Wealth Advisors as well a Portfolio Management Team at City National Rochdale ("CNR"), a boutique investment management firm with whom we have partnered to manage client investment portfolios.    

To access the bios of our CNR Portfolio Management team, click on the link at the bottom of this page.

Wealth Management Team

Michael A. McLaughlin, CFP®, CRPS®, RICP®

Michael A. McLaughlin, CFP®, CRPS®, RICP®

Managing Partner, Senior Wealth Advisor

Monica C.  Lupinetti, CDFA®

Monica C. Lupinetti, CDFA®

Partner, Wealth Advisor

Meaghan McLaughlin Reid, CPA*

Meaghan McLaughlin Reid, CPA*

Senior Wealth Management Associate

Kyle A.  Macrina

Kyle A. Macrina

Senior Wealth Management Associate

PORTFOLIO MANAGEMENT TEAM

Go to CNR Team Page