Private Equity Firms and Professionals | City National Bank

PRIVATE EQUITY FIRMS & PROFESSIONALS

Connect with us directly at (800) 773-7100

Diversify Your Portfolio and Grow Your Vision

When it comes to planning your wealth, you need a collaborative advisor with your goals in mind. At City National, our Private Bankers get to know what’s important to you and your family so we can craft the right solutions, tailored to your priorities. With extensive experience serving the private equity industry, we recognize your need for a strategic and innovative business advisor.

Private Equity Co-Invest Financing

 

Working with a Private Banker can help define the right lending solutions for you and your financial goals.

Comprehensive Private Banking

 

From growing and protecting your wealth to building a lasting legacy, we can help manage every aspect of your financial well-being.

Private Equity Co-Investment Financing

Leverage the knowledge and experience of a City National Private Banker who understands the unique needs of private equity professionals. Together with a dedicated team, we can handle all of your private banking needs—so you can focus on pursuing your goals. By working directly with you and your firm, we can:

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Build custom credit facilities tailored to meet your needs.

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Provide insights unique to your firm and situation.

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Determine your specific liquidity needs and help save time.

Private Banking Solutions

From managing your everyday transactions to planning and investing for the future, City National is ready to help you achieve your short- and long-term goals. Our Private Banking team works with you to find solutions to help with your personal finances and investments. We offer:

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Wealth Planning

Strategies customized to the unique goals of private equity professionals.

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Mortgages

Residential mortgages for established clients.

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Loans & Lines of Credit

Co-invest and customized credit facilities that take your personal balance sheet into consideration.

Wealth Planning

Investment Management

Brokerage and portfolio management services to help meet your needs.

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Checking & Personal Savings

Checking, savings and money market accounts, including foreign currency deposit solutions.

Online Bank Charts

Online Banking

Access and manage your accounts anytime, anywhere online or on our app.

Meet Our Team Lead

Craig Kelley portait

Craig Kelley, CFP®

Senior Vice President and Team Lead

(310) 282-7859

2029 Century Park E., Suite 100
Los Angeles, CA 90067

NMLS #589414

 

Discover What We Can Do For You

 

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  1. All loans, lines of credit and other credit facilities offered by City National Bank are subject to credit approval and additional terms, conditions and eligibility requirements apply.

  2. City National Bank provides investment management and brokerage services through their wholly owned subsidiaries City National Rochdale, LLC, a registered investment advisor, and City National Securities, Inc., a registered broker-dealer and investment advisor. As with any investment strategy, there is no guarantee that investment objectives will be met, and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. All investing is subject to risk, including the possible loss of the money you invest. Past performance is no guarantee of future performance.
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