- CFP®, CEPA®
- Vice President, Private Banker
- City National Bank
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Brian J. Barclay is a Vice President and Private Banker with City National Bank’s Private Banking team. Based in Beverly Hills, he leads a team of experts providing comprehensive wealth management strategies, customized credit solutions and tailored estate planning to high-net-worth families and their businesses.
Mr. Barclay has more than 16 years’ experience in the financial services industry. Most recently, he was vice president and associate banker at Citi Private Bank in Los Angeles and San Francisco. He was responsible for advising ultra-high-net-worth individuals and institutions on banking, credit, trust, and investment needs.
Mr. Barclay earned a bachelor’s degree from Loyola Marymount University and a Master of Business Administration from California Lutheran University. He is a Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), and holds FINRA Series 7 and 66 securities licenses. He is a member of the RAND Corporation's Policy Society and the CFA Society of Los Angeles.
For more information about City National Securities Inc. and this financial advisor, see FINRA BrokerCheck at: http://brokercheck.finra.org/.