Employee Dee Ann Schedler
Mid-Atlantic Region 1201 F Street NW, Suite 900 Washington, D.C. 20004
FAX NUMBER: 202 737-5487
This professional also serves clients in Wilmington
Dee Ann Schedler
Dee Ann Schedler is a senior relationship manager, head of CIBC Private Wealth’s Delaware office and co-head of the firm’s Mid-Atlantic offices in Baltimore and Washington, D.C.
As the investment specialist for client relationships, Dee Ann works closely with clients to formulate objectives, determine an appropriate asset allocation and implement the investment plan and brings more than 30 years of industry experience to her role.
Dee Ann joined the firm from SunTrust Bank in 2004, where she served as regional managing director of the personal asset management division. In this role, she was responsible for the management of the division as well as new business development for the greater Washington, D.C., and Baltimore regions.
Prior to joining SunTrust, Dee Ann was a managing director and senior portfolio manager with Riggs & Co.’s private client division, where she managed more than $270 million for high net worth individuals. Previously, she served as a portfolio manager at ASB Capital Management, managing more than $400 million in institutional funds.
Dee Ann has a Bachelor of Arts in government from the University of Texas at Austin and is a member of the CFA Institute of Washington, D.C.
Dee Ann was included in Barron’s Top 100 Women Advisors in 2018, 2019. She was also listed in Barron’s Top Advisor Rankings by State in 2022.
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
2018, Barron’s “Top Women Financial Advisors”
The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices as assessed by Barron’s. Ranking is based on self-reported information via survey as of 3.31.2018. Of the 100 women advisors, Dee Ann Schedler ranked 47.
2019, Barron’s “Top Women Financial Advisors”
The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices as assessed by Barron’s. Ranking is based on self-reported information via survey as of 3.31.2019. Of the 100 women advisors, Dee Ann Schedler ranked 100.
2022, Barron’s “America’s Top Advisor Rankings.”
Dee Ann Schedler placed 12 out of 24 D.C. advisors in this annual ranking published in March 2022 with data provided as of 09/30/21. Barron’s “America’s Top Advisor Rankings” are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work as reported to Barron’s in a survey.
Rankings, ratings or awards may not be representative of any specific client's experience. Any reference to a ranking, rating or an award provides no guarantee for future performance results and is not constant over time.
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