Investment Mgmt in Beverly Hills
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Beverly Hills - Investment Mgmt

Specialties: Financial Advisor / Wealth Management - Private Bank


Claudette Lussier
Vice President / Senior Relationship Manager - City National Bank

I act as an advisor and advocate for high net worth individuals and families in their financial and investment needs.



    400 N Roxbury Drive
Beverly Hills, CA  91210-5021
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  Profession Investment Mgmt
  Specialty Financial Advisor / Wealth Management - Private Bank
  Group CC1
  Business Name City National Bank
  Title Vice President / Senior Relationship Manager
  Address 400 N Roxbury Drive
2nd Floor
Beverly Hills, CA 91210-5021
  Work Phone (310)888-6566
  Fax (310)888-6146
  Web Site www.cnb.com
  Member Since 6/2009
 
Full service private client services within the largest independantly owned bank in California.
 
loans, deposits, wealth management,brokerage,trust, 1031 exchange, financial planning,
 
For individuals, client profile would include a net worth over $10MM, liquid assets over $5MM. Clients include business founders/owners, entrepreneurs, heirs, investors, foundations, professional service firms.
 
City National is a full service bank with services that can meet the needs of most industries.
 
City National Bank has 62 branch locations in California, Nevada, and NY
 

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  Charities Actors' Gang Board Member
   
  Graduate Degrees MBA - INSEAD, Fontainebleau, France
   
  College Degrees BA - University of Michigan,
   
 


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