Chicago, Illinois

181 West Madison Street, 36th Floor
Chicago, IL 60602

PHONE NUMBER: 312 368-7700
TOLL FREE: 800 505-1720

Anthony J. Pecora, CFP ®
Managing Director

Anthony Pecora is an investment officer for CIBC Private Wealth Management, with 13 years of industry experience. In this role, he is responsible for asset and investment management oversight of client portfolios. As a member of both the Investment and Due Diligence committees, he is 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.

Anthony has served in various roles at CIBC Bank USA (formerly The PrivateBank, which became part of CIBC in 2017) since graduating from college. Prior to his current role, he was an associate managing director responsible for helping clients achieve their financial goals by analyzing investment performance, implementing tactical shifts and understanding clients’ evolving financial needs.

Previously, he was an investment officer, where he was responsible for generating research for use by the firm’s Investment and Due Diligence committees and implementing tactical shifts across all firm-managed portfolios. He began his career with the firm as a portfolio specialist after completing an internship while an undergraduate.

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.

 
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.