Symphonic Financial Advisors was founded in 2005 as a solution for investment professionals and CPAs to provide premier, customized investment guidance and financial solutions to their clients. In 2013, City National Bank acquired Symphonic, further expanding our advisor’s access to investment research, analytics, trust services and portfolio management capabilities while enhancing the global reach of our investment teams.
Symphonic is dedicated to delivering premier resources that provide timely, relevant guidance to life’s uncertainty. Today, Symphonic has grown to 27 Registered Financial Advisors, in 16 National Financial Advisor Offices managing over $750 Million in client assets.
Executive Leadership
Kurt
Hawkesworth
Chief Executive Officer
Gregg
Giaquinto
Chief Operating Officer, Head of Client Service & Operations, Senior Managing Director
Management Team
Russ
Launer
Director, Client Services and Operations
Shelly A.
Hall
Director, Advisor Development
Joe
Calhoun
Director, Financial Planning
Cinda
Cisson
New Accounts and Account Administration
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