A message from our CEO
Earning clients' trust every day
"I grew up in this business—literally. My father was in wealth management for 45 years, and I would go to the office with him. I learned about the markets and how to treat clients. Since I started my career as a client relationship manager, one of the most rewarding aspects has been working with clients I have known since my early days in the business. Since 2004, I’ve been privileged to lead our private wealth business, where we commit to earn our clients’ trust every day, just as I learned growing up."
John S. "Jack" Markwalter Jr.
Chief Executive Officer
CIBC Private Wealth Management
Honoree, Atlanta's Most Admired CEOs
Atlanta Business Chronicle, 2019
History and heritage
CIBC Private Wealth is the successful combination of six firms. We have a strong foundation built on our common mission of providing extraordinary client service and broad wealth management capabilities:
founded 1923
New-York-based
Whitehall Asset Management
founded 1932
Chicago-based
Stein Roe
Investment Counsel
founded 1980
Boston-based
Pell Rudman
Trust Company
founded 1991
Chicago-based
The
PrivateBank
founded 2003
Chicago-based
Geneva
Advisors
founded 2005
St. Louis-based
Lowenhaupt
Global Advisors
Focused on your best interests
Our professionals are dedicated to delivering exceptional performance and service with an unwavering focus on you and your best interests. As you browse our website, we hope you will be inspired to articulate your own vision for your wealth. It would be our privilege to help you bring that vision to life.