Ben Fagerlind - Banking & Finance - Private Banking & Private Wealth Management

Profession	Banking & Finance

Specialty	Private Banking & Private Wealth Management

Group	CC4

Business Name	City National Bank

Title	Senior Private Banker, Vice President

Address	2029 Century Park East Suite 100 Los Angeles, CA 90067-2902

Work Phone	(310)282-2980

Fax	(310)282-7880

Web Site	www.cnb.com

Linked In	View Profile

Member Since	6/2011

I advise a portfolio of affluent private banking clients on their financial planning and banking needs. I work closely with our clients and their businesses. This typically involves customized lending, investment management solutions, private banking services and estate planning/insurance strategies.

An integral aspect of my relationship management role is partnering with a team of experienced financial services professionals in delivering a full suite of high touch banking solutions for our clients; examples of my clients are real estate investors, business owners/entrepreneurs, entertainment professionals (producers, actors, athletes, etc), professional service companies (law firms, CPA firms, business managers, etc) and affluent families/multi-generational wealth.

City National has been recognized by Barron�s as one of America�s top wealth managers 10 years in a row (2001-2010).
Received 10 Excellence Awards for business banking from Greenwich Associate, a leading global financial services research and consulting firm (2010).

Depository Services
Lending Solutions
Asset Management
Trust/Fiduciary Services
Real Estate Trust Services

Our client profile consists of affluent individuals, families and their businesses; examples of my clients are real estate investors, business owners/entrepreneurs, entertainment professionals, professional service companies (law firms, CPA firms, business managers, etc).

For over 50 years, City National has been committed to clients whose business finances and personal wealth management needs are best served by a single team of professionals who can help them achieve all of their financial goals. Over the years, this commitment has been particularly relevant for entrepreneurs, executives, and individuals in the professional services community. We offer the following specialized services:

1031 Tax-Deferred Property Exchanges
Banking Services for Attorneys
Banking Services for CPA Firms
Banking Services for Corporate Executives and Businesses
Banking Services for Medical Firms
Banking Services for the Quick Service and Casual Dining Restaurant Franchisee
Private Client Services

Los Angeles-based City National Corp. (NYSE: CYN) is the parent company of City National Bank. It offers a full complement of banking, trust and investment services through 80 offices, including 16 full-service regional centers, in Southern California, the San Francisco Bay Area, Nevada and New York City.
Founded by a small group of local entrepreneurs in 1954.
Expanded to Northern California in 2000 with the purchase of The Pacific Bank, followed by the acquisition of Oakland-based Civic BanCorp in 2002.
Opened an office in New York City in 2002 to serve clients who do business on both coasts and prospective clients in Manhattan; added a second office in Times Square in January 2011.
Launched office in Nashville, TN catering to the entertainment industry in 2011.
Expanded to Nevada in 2007 with the acquisition of Business Bank Corp., followed by the acquisition of Sun West Bank in 2010 and Nevada Commerce Bank in 2011.

Name:

Phone:

Email:

Comments:

Charities	American Cancer Society NAMI AFSP


College Degrees	BBA in Finance BBA in Management Univ of Iowa


Organizations	ProVisors Carl Terzian Networking Group

Los Angeles - Banking & Finance

Specialties: Private Banking & Private Wealth Management