- Vice President, Private Banker
- City National Bank
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Brian J. Barclay is a Vice President and Private Banker with City National's Private Banking team. Based in Beverly Hills, he works closely with a team of experts to provide comprehensive wealth management strategies, customized credit solutions and tailored estate planning techniques to high-net-worth individuals and their related entities.
Mr. Barclay has over 14 years of experience in the financial services industry. Most recently, he served as vice president and associate banker at Citi Private Bank in both of its Los Angeles and San Francisco offices. Previously, he was an investment and trust associate within the Entertainment Division at City National Bank.
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 and a CFA Level II candidate, and he holds FINRA Series 7 and 66 securities licenses. He is a member of the RAND Corp. "RANDNext" program and the CFA Society of Los Angeles.