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CIBC Private Wealth Named Best Alternative Asset Manager by Family Wealth Report
NEW YORK, NY, MAY 19, 2026—CIBC Private Wealth, US,today announced that the firm has been recognized as the best Alternative Asset Manager by Family Wealth Report (FWR). FWR, a renowned publication within the wealth management industry, presented the award in New York City on April 30, 2026.
“At CIBC Private Wealth, US, we are committed to delivering personalized alternative investment solutions that empower our clients to achieve their unique goals,” said John S. “Jack” Markwalter, Jr., CEO of CIBC Private Wealth, US. “This recognition by Family Wealth Report reaffirms our leadership and dedication to serving the evolving needs of the high net worth community. I am grateful to our talented Investment Team, whose expertise and vision make this achievement possible.”
The Alternative Asset Manager award highlights collective investment managers who provide robust alternative investment offerings, including private equity, hedge funds, real estate, and other non-conventional asset classes.
This marks the 18th time CIBC Private Wealth has received recognition from FWR since 2014. In previous years, FWR has recognized CIBC Private Wealth, US, in the following categories:
Rising Star (Under 40)—Managing Director and Relationship Manager, Rogelio Duran, CFP®, 2026
Private Client Investment Platform, 2024, 2022, 2021, 2018, 2017
Women in Wealth Management—Senior Equity Trader, Frances Boatwright, 2021
Best Multi-Family Office, 2019, 2015
Women in Wealth Management (Individual—WM Organizations), Highly Commended— Senior Relationship Manager, Kimberly Dwyer, 2018
Private Client Investment Platform (Highly Commended), 2016
Leading Individual (Multi-Family Office)— Senior Relationship Manager and Investment Professional Richard Havey, CFA®, 2024 , Managing Director, Wanda Colburn, 2023 , Vice Chairman, Eric Propper, CFA® 2022, CEO of CIBC Private Wealth, US, John S. “Jack” Markwalter, Jr., 2018, Chief Investment Officer, David L. Donabedian, CFA®, 2016
Multi-Family Office (Client Initiative), 2016
Disclosures
Family Wealth Report awards are determined by a panel of judges’ review of questionnaires. The categories are focused around three main areas (1) Experts (individuals and teams); (2) Products; and (3) Services for wealth managers and clients/institutions of all sizes and types.
2026, Family Wealth Report, “Alternative Asset Manager.”
April 30, 2026. The detailed information provided by CIBC Private Wealth included its range of alternative investments suitable for the HNW and UHNW community as of July 31, 2025. The firm was one of four shortlisted for this award, and was the only one to win.
2026, Family Wealth Report, “Rising Star Award”
January 20, 2026. Rogelio Duran, CFP® was one of six candidates submitted for and the only recipient of this award. The award recognizes emerging leaders (under 40) in the wealth management and family office space showcasing significant impact in leadership, performance and client service with information provided as of November 20, 2025.
2025, Family Wealth Report, “Outstanding Chief Investment Officer (CIO)”
This award recognizes a demonstrably successful investment professional working in an multi-family office. Dave Donabedian, CFA, was one of six CIOs shortlisted and the only recipient of this award.
2024, Family Wealth Report, “Private Client Investment Platform”
The award recognizes investment platforms specializing in servicing the investment needs of the high net worth community. CIBC Private Wealth was one of six firms shortlisted and the only recipient of this award.
2024, Family Wealth Report, “Leading Individual (MFO)”
Richard “Dick” Havey, CFA, was the only 2024 recipient of this award. The award recognizes an individual working in the private client world.
2023, Family Wealth Report, “Leading Individual (MFO)”
Wanda Colburn was the only 2023 recipient of this award. The award recognizes an individual working in the private client world.
2022, Family Wealth Report, “Leading Individual (MFO)”
Eric Propper, CFA, was one of five candidates shortlisted and the only recipient of this award. The award recognizes an individual working in the private client world.
2021, Family Wealth Report, “Private Client Investment Platform”
The award recognizes investment platforms specializing in servicing the investment needs of the high net worth community. CIBC Private Wealth was one of five firms shortlisted and the only recipient of this award.
2021, Family Wealth Report “Women in Wealth Management”
The award recognizes women in private banking or wealth management who are an inspiration both to clients and colleagues. Frances Boatwright was one of six individuals shortlisted and the only recipient of this award.
2019, Family Wealth Report, “Best Multi-Family Office”
CIBC Private Wealth Management was one of five firms shortlisted for the “Multi-Family Office ($15 billion AuM/AuA and above)” award and was the only award recipient.
2018, Family Wealth Report, “Private Client Investment Platform”
CIBC Atlantic Trust was one of eight firms shortlisted and the only firm to receive this award. The award recognizes investment platforms specializing in servicing the investment needs of the high net worth community.
2018, Family Wealth Report, “Leading Individual (MFO)”
Jack Markwalter was one of eight candidates shortlisted and the only recipient of this award. The award recognizes an individual working in the private client world.
2017, Family Wealth Report, “Private Client Investment Platform”
CIBC Atlantic Trust was one of five firms shortlisted and the only firm to receive this award. The award recognizes investment platforms specializing in servicing the investment needs of the high net worth community.
2016, Family Wealth Report, “Multi-Family Office (Client Initiative)”
Atlantic Trust was one of five firms shortlisted and the only firm to receive this award. The award recognizes new initiatives for clients from multi-family offices of any size or reach.
2016, Family Wealth Report, “Leading Individual (Multi-Family Office)”
David Donabedian was one of three candidates shortlisted and the only recipient of this award. The award recognizes an individual working in the private client world.
2016, Family Wealth Report, “Private Client Investment Platform”— Highly Commended
Atlantic Trust was one of five firms shortlisted for this award and the only firm to be recognized as “highly commended” in this category. The award recognizes investment platforms specializing in servicing the investment needs of the high net worth community.
2015, Family Wealth Report, “Best Multi-Family Office”
Atlantic Trust was one of seven firms shortlisted. This award recognizes multi-family offices with a genuinely national reach as determined by a panel of judges’ review of firm questionnaires.
Rankings, ratings or awards may not be representative of any specific client’s experience. Any reference to a ranking, rating or an award provides no guarantee for future performance results and is not constant over time. These awards and recognitions may name Atlantic Trust or CIBC Atlantic Trust, which is now part of CIBC Private Wealth. CIBC logo is a registered trademark of CIBC, used under license.
