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Chief Executive Officer
Jack Markwalter is the chief executive officer of CIBC Private Wealth, a division of CIBC. Jack leads CIBC Private Wealth’s Operating Committee and serves as a member of CIBC’s U.S. Executive Leadership Team. He also serves as chairman and/or CEO of several of the entities within CIBC Private Wealth: CIBC National Trust Company (CEO), CIBC Delaware Trust Company (Chairman, CEO & President), CIBC Private Wealth Advisors, Inc. (Chairman & CEO) and CIBC Private Wealth Group, LLC (Chairman & CEO).
Jack has 40 years of experience in the private client and investment industry. He joined CIBC Private Wealth (previously Atlantic Trust) in 2002 as head of business development and became chairman and CEO in 2004. During his 22-year tenure as CEO, Jack Markwalter has led the growth of the business from $8 billion to $118 billion in assets under management and administration,1 including $95 billion in assets under management, through industry-leading client retention, organic growth initiatives and acquisitions. Jack’s commitment to delivering the highest-quality, boutique client experience has resulted in a 96% client retention rate.2
From 2005 to 2013, Jack served as senior managing director of Invesco Ltd. Jack also was a member of the Invesco Executive Management Committee, and from 2008 to 2010, Jack was head of Invesco U.S. Institutional Sales, Client Service, and Consultant Relations. Prior to joining CIBC Private Wealth, he served in senior management roles for Morgan Stanley Private Wealth Management in New York, London and Atlanta.
Jack has been featured in various publications and other media outlets, including The Wall Street Journal, Barron’s, CNBC, Private Asset Management magazine and Family Wealth Report. Additionally, he has previously been recognized as the Leading Individual (MFO) by Family Wealth Report and named “Atlanta’s Most Admired CEOs” by the Atlanta Business Chronicle.
Among other responsibilities, Jack is an emeritus member of the board of directors of Big Brothers Big Sisters of Metro Atlanta, and he is a member of the board of directors for the Marist School and the board of trustees for the Georgia Tech Foundation. Additionally, he has served as co-chairman for his Harvard Business School Reunion Fund Campaign. Jack previously served on the boards of the Metro Atlanta Chamber of Commerce, the Woodruff Arts Center, the Children’s Healthcare of Atlanta Foundation, the Atlanta History Center and the Helen Keller Foundation, and he was a founding member of the Entrepreneurs Foundation of the Southeast.
Representing CIBC Private Wealth Group, LLC and its subsidiaries.
1 Assets under Management and Administration, includes $118B AUMA; as of April 30, 2026.
2 1-year retention for clients with >$5 million in assets under management as of April 30, 2026.
