Anthony Pecora is a senior relationship manager for CIBC National Trust Company. Anthony’s primary responsibilities focus on working with clients to build financial plans and customized investment solutions that help meet a client’s goals and objectives. Anthony joined The PrivateBank in 2005, which later became part of CIBC in 2017. Throughout his time at the firm, he has worked in various roles within Private Wealth Management.

In prior roles, he was responsible for asset and investment management oversight of client portfolios. As a member of both the Investment and Due Diligence committees, he was also responsible for idea generation and setting the investment strategy for client portfolios, as well as assisting with ongoing due diligence activities and manager selection. He spent over a decade developing and overseeing the regulatory investment review process for all discretionary investment accounts.

Anthony holds a Bachelor of Science degree in finance and accounting from DePaul University, and a Master of Business Administration degree in finance and management from Northwestern University’s Kellogg School of Management. He also holds a CPA and the CERTIFIED FINANICAL PLANNER™ certification.