Consumer and commercial banking products and services are offered through CIBC Bank USA. Member FDIC and Equal Housing Lender. All loans are subject to credit approval. Trust services and investment products are offered by CIBC Private Wealth Management. CIBC Private Wealth Management includes CIBC National Trust Company, CIBC Delaware Trust Company and CIBC Private Wealth Advisors, Inc. (a registered investment adviser) all of which are wholly owned subsidiaries of CIBC Private Wealth Group, LLC — and the private banking division of CIBC Bank USA. Trust services and investment products are not FDIC insured, not deposits or obligations of, or guaranteed by, CIBC Bank USA or CIBC National Trust Company, and are subject to investment risk, including loss of principal.
Commercial real estate products and services offered by CIBC Bank USA and CIBC Inc.
CIBC Capital Markets is a trademark brand name under which CIBC and some of its subsidiaries, including CIBC World Markets Inc., CIBC World Markets Corp. and CIBC Bank USA, provide different products and services. Capital Markets products are not FDIC insured; not deposits or obligations of, or guaranteed by, CIBC Bank USA; and are subject to investment risk, including loss of principal.
This website is not intended for use by residents of the European Union (EU).
The CIBC Logo is a registered trademark of CIBC, used under license.
©2026 CIBC Bank USA.
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:
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.
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.
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.
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.
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.
Richard “Dick” Havey, CFA, was the only 2024 recipient of this award. The award recognizes an individual working in the private client world.
Wanda Colburn was the only 2023 recipient of this award. The award recognizes an individual working in the private client world.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
