Charles R. Dale, Jr.

, CFA

Managing Director

Chuck Dale is a senior relationship manager with CIBC Private Wealth, with over 30 years of industry experience. He joined the firm in 1993 and serves as a trusted advisor for a select group of individuals, families, foundations, and endowments. In this role, he is responsible for providing proactive portfolio management, financial planning, wealth and estate planning strategies, and all related services for his clients. He has unique experience and expertise working with clients both domestically and abroad including Australia, Bermuda, BVI, Canada, China, and the United Kingdom.​

Chuck is a member of the CIBC Private Wealth Leadership Council as well as serving on the CIBC Private Wealth Multi-Manager Investment Committee, which reviews and approves long-only managers, alternative asset class managers, and co-investment opportunities used in client portfolios. He began his career at Refco Inc. on the floor of the Chicago Mercantile Exchange as an arbitrage specialist in the Eurodollar futures and options trading pits.​

He earned his Bachelor of Arts in economics from the University of Michigan and his Master of Business Administration in finance and accounting from the University of Chicago, while also holding the Chartered Financial Analyst® designation.​

He currently is a member of the CFA Institute, the CFA Society of Chicago, and the University of Michigan Alumni Association.