Top Advisors by State
2022, Barron's, "Top Advisors by State"
Dee Ann Schedler placed 12 out of 24 D.C. advisors in this ranking published in March 2022.
Dee Ann Schedler
Managing Director•Senior Relationship Manager & Co-Head of Washington D.C. office
Dee Ann Schedler
Managing Director•Senior Relationship Manager & Co-Head of Washington D.C. office
Dee Ann Schedler is a senior relationship manager and co-head of CIBC Private Wealth’s Washington, D.C. office with over 35 years of industry experience. In this role, she co-leads the wealth team in Washington, D.C. and serves as a trusted advisor, delivering personalized investment and wealth management solutions to high-net-worth individuals, families and foundations that integrate their financial, estate, tax and philanthropic objectives.
Dee Ann joined the firm from SunTrust Bank in 2004, where she served as regional managing director of the personal asset management division. In this role, she was responsible for the management of the division as well as new business development for the greater Washington, D.C., and Baltimore regions.
Prior to joining SunTrust, Dee Ann was a managing director and senior portfolio manager with Riggs & Co.’s private client division, where she managed more than $270 million for high net worth individuals. Previously, she served as a portfolio manager at ASB Capital Management, managing more than $400 million in institutional funds. Dee Ann has a Bachelor of Arts in government from the University of Texas at Austin and is a member of the CFA Institute of Washington, D.C.
Dee Ann was listed in Barron’s Top Advisor Rankings by State in 2022.
Awards and accolades
