Garrett Alessandro

Garrett R. D'Alessandro is a long-tenured investment-management executive best known as a co-founder and CEO of Rochdale Investment Management, which he helped launch in 1986. Before his investment career he was a Certified Public Accountant and an audit manager at KPMG Peat Marwick, and he earned an MBA in Finance from New York University's Stern School of Business. He holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Certified Private Wealth Advisor (CPWA), and Accredited Investment Fiduciary (AIF) designations, and has been a member of the CFA Society New York and the CFA Institute.

Rochdale Investment Management — which managed roughly $4.8 billion in assets for affluent investors — was acquired by City National Bank in 2012, forming City National Rochdale. D'Alessandro served as CEO and President of City National Rochdale, where he set strategic direction and played a central role in portfolio management and investment research. In January 2017 he joined the Executive Committee of City National Bank, eventually serving as Executive Vice President and Head of Wealth Management, overseeing the bank's Private Banking, Trust, and City National Securities divisions.

After his City National Rochdale tenure, D'Alessandro moved to build out his own advisory business. He is the founder and CEO of Symphonic Financial Advisors LLC, an SEC-registered adviser (registered since 2005). Public adviser data describe Symphonic as having grown to roughly 27 registered advisors across ~16 offices, managing on the order of $750 million in client assets, with an earlier reported book of ~$122–123 million in regulatory AUM across ~1,300+ accounts. Recent aggregator records also link him to New Jersey and to Rancho Santa Fe, California (with mentions of Archlight/Sandro Wealth Management affiliations). Outside of work he is an Ironman triathlete who has qualified multiple times for the world championship in Kona, Hawaii.

• Operates as a private-wealth / RIA practitioner, not a documented startup angel — his verifiable focus is discretionary portfolio construction, financial planning, wealth protection, risk management, and investment advisory/consulting for affluent households.
• Long career emphasis on actively managed public-market portfolios and alternatives for high-net-worth clients, consistent with his CFA/CAIA background and his Rochdale/City National Rochdale record.
• No publicly stated angel/seed thesis, target check size, or startup company profile could be verified from primary or secondary sources.