Charles R. Dale, Jr.

, CFA, CIC

Managing Director

Chuck Dale is a senior portfolio and relationship manager with CIBC Private Wealth, with 30 years of industry experience. He joined the firm in 1993 and serves as a trusted advisor for a select group of affluent individuals, families, foundations, endowments and pension plans.​

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 and alternative asset class managers used in client portfolios. He began his career at RefcoInc. on the floor of the Chicago Mercantile Exchange as an arbitrage specialist.​

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. Chuck holds the Chartered Financial Analyst® and Chartered Investment Counselor designations.​

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