Part 2A of Form ADV: Firm Brochure Item 1 Cover Page ROCHDALE ...

Garrett R. D’Alessandro, CFA, CAIA, AIF® (Year of birth – 1957)
Item 2 Educational Background and Business Experience
Mr. D'Alessandro received his Bachelor of Science degree from Montclair State University and his Master’s of
Business Administration in finance from New York University’s Stern School of Business.
Mr. D’Alessandro is the President, Chief Executive Officer (“CEO”) and Co-Chief Investment Officer of Rochdale.
He is also the CEO and President of Rochdale’s affiliated entities, Rim Securities LLC, Symphonic Financial
Advisors LLC and Symphonic Securities LLC. Mr. D'Alessandro also serves on the Board of Directors of these
organizations.
Mr. D'Alessandro also serves as the President of Rochdale Core Alternative Strategies Fund, Rochdale International
Trade Fixed Income Fund, Rochdale Structured Claims Fixed Income Fund and Rochdale Alternative Total Return
Fund.
Mr. D'Alessandro joined these organizations in 1986. Since 1998 he also serves as President of Rochdale Investment
Trust (the “Trust”), and as Portfolio Manager to all funds of the Trust.
Prior to joining Rochdale Mr. D'Alessandro was a Vice President and Controller of Yipkon Corporation, a New
Jersey based computer company and an audit manager and Certified Public Accountant with Peat Marwick Mitchell
& Co., a public accounting firm.
Mr. D'Alessandro holds the Chartered Financial Analyst (“CFA”) designation. This designation is issued by the
CFA Institute. The prerequisites or experience required is an undergraduate degree, 4 years of professional
experience involving investment decision making or 4 years of full-time qualified non-investment related work
experience. It is a self-study program, approximately 250 recommended hours of study for each of the 3 levels. All
three levels are then achieved through a course exam. There are no continuing education requirements.
Mr. D’Alessandro holds the Chartered Alternative Investment Analyst (“CAIA”) designation. This designation is
issued by the CAIA Association. The prerequisites or experience required is over one year of professional
experience and a U.S. bachelor’s degree (or equivalent) or four years of professional experience. CAIA candidates
must pass both Level I and Level II of the CAIA exam to qualify for the designation. Qualifying candidates must
complete the online Member Agreement, provide two professional references, and submit annual membership dues.
Mr. D’Alessandro holds the Accredited Investment Fiduciary® (“AIF®”) designation. AIF® designees have
successfully completed a specialized program on investment fiduciary standards of care. After the training program
they must successfully pass an examination, conform to a code of ethics and complete 6 hours of continuing
education requirements on a yearly basis.
Item 3 Disciplinary Information
Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events
that would be material to your evaluation of each supervised person providing investment advice.
There are no legal or disciplinary events to report relative to Mr. D’Alessandro.
Item 4 Other Business Activities
Mr. D’Alessandro is an owner of Acebes, D’Alessandro and Associates (“ADA”), the controlling member of
Rochdale and affiliates, thus Mr. D’Alessandro receives a portion of ADA’s earnings.