Thomas H. Ehrlein

Director of Research - Fxd Inc at

City National Rochdale LLC

Finance

Consumer Services

Commercial Services

Profile

Mr. Thomas H.
Ehrlein is a Director of Investment Solutions & Research at RBC Rochdale LLC.
He is responsible for Manager Research and Product Development of Investment Strategies.
His day to day responsibilities involve Portfolio Management responsibilities on a number of RBC Rochdale funds.
In addition, he leads all Alternative Investment Due Diligence, including Private Equity and Private Debt.
His work is an essential part of asset allocation and investment decisions at the firm.
He is a voting member of the RBC Rochdale Investment Strategy Committee.
Previously, Mr. Ehrlein was a Senior Consultant in the Investment Management division of FactSet Research Systems, Inc., where he performed financial market and portfolio management research and quantitative analysis for institutional money management firms.
Additionally, he was a Middle Market Lending Credit Analyst at ABN-Amro, North America.
He earned his Bachelor of Science in Finance from the University of Scranton and his MBA in Finance from Hofstra University.

Thomas H. Ehrlein active positions

Companies	Position	Start
City National Rochdale LLC City National Rochdale LLC Investment ManagersFinance CNR employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments.	Director of Research - Fxd Inc	01/01/2024

All active positions of Thomas H. Ehrlein

Former positions of Thomas H. Ehrlein

Companies	Position	End
Rochdale Investment Management LLC Rochdale Investment Management LLC Investment ManagersFinance Rochdale Investment Management (RIM) provides affluent individuals and families with innovative and customized portfolio management based on proprietary research competencies. The firm also manages the Rochdale family of mutual firms. RIM is a growth manager that researches companies using a fundamental quantitative process in combination with qualitative reasoning. Steady growth companies are evaluated on earnings growth, price momentum, and analyst sentiment. Cyclical growth companies are evaluated based on their ability to generate increasing cash flow. They also utilize a price strength indicator to focus on those cyclical growth companies most likely to be recognized earlier as strong performers. Each analyst develops research on companies using information from a variety of sources to assess the prospects for growth in revenue and earnings as well as potential stock price appreciation. For those companies that meet their fundamental criteria, RIM develops proprietary financial models to determine the valuation level at which they consider them attractively priced. Once purchased, companies are monitored for changes in their fundamentals and in industry conditions. The firm will continue to own a company as long as its revenue and earnings growth continues in line with their expectations, valuation is attractive and industry trends remain favorable. RIM clients may access large company holdings through individual equities or through their proprietary funds.	Analyst-Equity	09/09/2013
FACTSET RESEARCH SYSTEMS, INC.	Corporate Officer/Principal	31/12/2003
ABN AMRO North America, Inc. ABN AMRO North America, Inc. Investment ManagersFinance Operates as a holding company	Corporate Officer/Principal	-

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Linked companies

Private companies	6
FactSet Research Systems, Inc. FactSet Research Systems, Inc. Financial Publishing/ServicesCommercial Services Provides on-line integrated database services to the global financial community	Commercial Services
Rochdale Investment Management LLC Rochdale Investment Management LLC Investment ManagersFinance Rochdale Investment Management (RIM) provides affluent individuals and families with innovative and customized portfolio management based on proprietary research competencies. The firm also manages the Rochdale family of mutual firms. RIM is a growth manager that researches companies using a fundamental quantitative process in combination with qualitative reasoning. Steady growth companies are evaluated on earnings growth, price momentum, and analyst sentiment. Cyclical growth companies are evaluated based on their ability to generate increasing cash flow. They also utilize a price strength indicator to focus on those cyclical growth companies most likely to be recognized earlier as strong performers. Each analyst develops research on companies using information from a variety of sources to assess the prospects for growth in revenue and earnings as well as potential stock price appreciation. For those companies that meet their fundamental criteria, RIM develops proprietary financial models to determine the valuation level at which they consider them attractively priced. Once purchased, companies are monitored for changes in their fundamentals and in industry conditions. The firm will continue to own a company as long as its revenue and earnings growth continues in line with their expectations, valuation is attractive and industry trends remain favorable. RIM clients may access large company holdings through individual equities or through their proprietary funds.	Finance
ABN AMRO North America, Inc. ABN AMRO North America, Inc. Investment ManagersFinance Operates as a holding company	Finance
Hofstra University Hofstra University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Scranton University of Scranton Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
City National Rochdale LLC City National Rochdale LLC Investment ManagersFinance CNR employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments.	Finance