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CIBC Private Wealth
Craig Lambdin

Craig LambdinCFA®, CIC®

Managing Director•Senior Relationship Manager

New York Office
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Craig Lambdin is a senior relationship and portfolio manager for CIBC Private Wealth in New York, with more than 40 years of industry experience. He joined the firm in 1995 from the Bank of New York, where he served as a vice president and senior portfolio manager responsible for managing portfolios for individual and institutional clients

Previously, Craig served as an investment associate with Brundage, Story and Rose Investment Counsel, where his responsibilities included portfolio management and research analysis. Craig began his career as an investment officer with First Fidelity Bancorporation.

He earned a Bachelor of Arts in economics and government from Dartmouth College and a Master of Business Administration in finance from New York University. Craig also holds the Chartered Financial Analyst® and Chartered Investment Counselor designations. He is a member of CFA Society New York and the CFA Institute.

Disclosures

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

The Chartered Investment Counselor (CIC) is a professional designation established in 1975 and awarded by the Investment Adviser Association (IAA). The CIC charter recognizes individuals who have significant experience in investment counseling and portfolio management.

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