Broker Check
Adam Elover, CFA

Adam Elover, CFA

Senior Portfolio Manager City National Rochdale

Adam works closely with Victoria and Damon to help high net worth families develop a customized portfolio based on their investment objectives, time horizon, and risk tolerance. He is responsible for implementing and monitoring private client portfolios, as well as direct relationship management.

Adam's vast experience in wealth management and designing custom portfolios benefits ChappelWood's clients with at least $1 million in retirement assets.

Adam holds the Chartered Financial Analyst® designation. Neither Ada nor City National Rochdale are affiliated with ChappelWood Financial Services.