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FWR has recognized CIBC Private Wealth, US, six times for its investment platform. Richard “Dick” Havey, CFA®, was the only 2024 recipient of this award.
CIBC Private Wealth, US, wins “Private Client Investment Platform” award; recognizes Richard Havey, CFA, as “Leading Individual (MFO)”
NEW YORK, NY, May 8, 2024—CIBC Private Wealth, US has been recognized with the Private Client Investment Platform award by Family Wealth Report (FWR). In addition, Richard “Dick” Havey, CFA, has been named Leading Individual (Multi-Family Office). FWR, a renowned publication within the wealth management industry, announced the awards on May 2 at a ceremony in New York City.
“Congratulations to our entire investment team for their continued dedication to our firm’s investment excellence,” said John S. “Jack” Markwalter, Jr., CEO of CIBC Private Wealth, US. “We remain steadfast in our mission to deliver the highest level of service as we continue to support and empower our clients to achieve their ambitions.”
This Private Client Investment Platform award highlights the firm’s comprehensive platform, which offers a wide range of investment strategies, customized to meet the unique needs and goals of high-net-worth individuals and families. FWR has recognized CIBC Private Wealth, US, six times for its investment platform. Earlier this year, Private Asset Management awarded the firm with the Best High Net-Worth Investment Platform award for a second consecutive year, marking the 12th consecutive year that the publication recognized the firm’s investment program.
“It is also with great admiration and high regard that we celebrate Dick’s well-deserved honor as Leading Individual,” said Markwalter. “His strong leadership and exceptional client service have set him apart as a trusted advisor and industry leader.”
Dick Havey served a senior relationship manager and investment professional for CIBC Private Wealth in Denver before retiring earlier this year. He joined CIBC in 1999 and served as office head from 2007 to 2021. With more than 35 years of experience in equity analysis, money market, fixed income and balanced portfolio management, and his unwavering commitment to his team, clients and the community, Havey was an integral part of the firm. He earned a Bachelor of Science in finance from the University of Illinois at Champaign and holds the Chartered Financial Analyst® designation.
This is the third consecutive year that a professional from CIBC Private Wealth, US, has been honored with the Leading Individual (MFO) award and the fifth time in total.
This year’s accolades mark the 15th time the firm has received recognition from FWR since 2014. In previous years, FWR has recognized CIBC Private Wealth in the following categories:
Private Client Investment Platform, 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)—Wanda Colburn, 2023, Vice Chairman, Eric Propper, CFA 2022, CEO John S. “Jack” Markwalter, Jr., 2018, David L. Donabedian, CFA, 2016
Multi-Family Office (Client Initiative), 2016
Disclosures
Banking solutions offered by CIBC Bank USA, Member FDIC and Equal Housing Lender. CIBC Bank USA and CIBC Private Wealth Group, LLC are both indirect, wholly owned subsidiaries of CIBC. The CIBC logo is a registered trademark of CIBC, used under license. Investment Products Offered are Not FDIC-Insured, May Lose Value and are Not Bank Guaranteed.
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.
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.
2024, Private Asset Management, “Best High-Net Worth Investment Platform.”
The detailed information provided by CIBC Private Wealth included information on both internal and external strategies as of July 31, 2023. The firm was one of four shortlisted for this award, and was the only one to win. Criteria used included delivery of client objectives through risk-adjusted performance across a range of investment solutions and demonstration of client servicing standards, including client testimonials.
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.
2023, Private Asset Management, “Best High-Net Worth Investment Platform.”
The detailed information provided by CIBC Private Wealth included information on both internal and external strategies as of July 31, 2022. The firm was one of five shortlisted for this award, and was the only one to win. Criteria used included delivery of client objectives through risk-adjusted performance across a range of investment solutions and demonstration of client servicing standards, including client testimonials.
2022, 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 seven firms shortlisted and the only recipient of this award.
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.
