Adam Ratner is a Senior Vice President and Private Banker with City National Bank’s Private Banking team. Based in the San Diego Regional Center, he advises high-net-worth clients on such diverse matters as investment management, business succession, retirement, estate and charitable planning.
Mr. Ratner has more than 25 years of experience in investment consulting and financial planning. Prior to joining City National, he was a nationwide wealth management specialist for Wells Fargo Bank and a vice president of investments with UBS Financial Services. He began his career as a lawyer, specializing in estate and charitable tax planning for complex estates.
Mr. Ratner earned a law degree and a Master of Laws in taxation from the University of San Diego School of Law. He holds a bachelor’s degree in economics from the University of California at Irvine. Mr. Ratner is a member of the California Bar Association and a registered and licensed securities representative.