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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. In 2018 and 2019, she was included in Barron’s annual “Top Women Financial Advisors” ranking.