Shaun Skeris brings over 12 years of experience in the financial services and investment management industry. His expertise includes planning, trading, reporting, analysis and portfolio management. He has worked extensively with high net worth, family office and institutional clients.
Shaun M. Skeris, CFA is a Senior Vice President, Senior Private Client Advisor with City National Bank’s Private Client Services division. Based in the Orange County Regional Center, Mr. Skeris collaborates with clients, colleagues and other professional advisors to deliver financial solutions to help clients obtain their goals and objectives.
Prior to joining City National Mr. Skeris consulted with Family Office clients to deliver customized financial solutions. He also worked as a Financial Advisor and Portfolio Manager with Morgan Stanley Smith Barney’s Global Wealth Management Division where he provided comprehensive financial services for business owners, company executives, family offices and professionals. Before that, Mr. Skeris worked with institutional and private clients during his time with Credit Suisse and PIMCO.
Mr. Skeris is a CFA charterholder, and received an M.A. in International Business and a B.A. in Economics from the University of Florida. He is a member of the CFA Institute and the CFA Society of Orange County (CFAOC). Mr. Skeris is proud to be the President of the Arthritis National Research Foundation.
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