Boston, Massachusetts

100 Federal Street, 37th Floor
Boston, MA 02110

PHONE NUMBER: 617.357.9600
TOLL-FREE: 877.614.9600
FAX NUMBER: 617.357.9602

Alan S. Fields
Managing Director

Alan Fields is a senior client relationship manager in CIBC Private Wealth Management’s Boston office, with more than 50 years of experience serving high net worth and eleemosynary clients.

In this role, he is responsible for helping individuals, families, foundations and endowments define their financial and investment goals and implement strategies to reach them. He also serves as a member of CIBC Private Wealth Management’s Asset Allocation Committee, as well as chairman of its Multi-Manager Investment Team.

Prior to joining the firm in 2004, Alan served as chairman of the Private Client Group at Harbor Capital Management, a company he founded in 1979. Previously, he served as an officer and portfolio manager with Phoenix Investment Counsel of Boston. Prior to joining Phoenix, Alan served as a portfolio manager with Hornblower Asset Management. He began his career as a research analyst with Manufacturers Hanover Trust Company.

He received a Bachelor of Arts and a Master of Business Administration from the University of North Carolina at Chapel Hill, where he currently serves as a director of the UNC-Chapel Hill Center for Jewish Studies and is a former member of the Board of Visitors.

Alan is also an active member of the Boston community, where he serves as director of the Josiah W. Hayden Recreational Centre, chairman of the Lexington Public Trusts, a member of the Investment Committee of the Town of Lexington Pension Fund, and as a member of the Boston Committee on Foreign Relations. Additionally, Alan is a former member of the Investment Committees of Wellesley College and of the Combined Jewish Philanthropies.

In 2015, he was honored with a CIBC Best Mentor/Role Model Achievers Award.

 
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.