Frances Boatwright

Managing Director

Frances Boatwright is a director, wealth trading for CIBC Private Wealth, with more than 20 years in the industry. As a trader, Frances works closely with the investment team and relationship managers to source and execute trades in a timely, proficient manner. In addition, Frances provides daily market updates along with changing landscapes for holdings within the firm’s portfolio strategies.​

Frances also has an active role in volunteering for the firm’s Inclusion and Diversity initiatives taking on projects outside of her day-to-day trading role seeking to broaden a diverse culture within the firm. She also is strongly engaged in CIBC’s Women’s Circle where she seeks to educate other members and clients on market and trading matters.​

Previously, she worked at Invesco in various roles, including equity trader lead for separately managed accounts (SMA) and sat on the SMA Business Acceptance Committee to approve new business. As a trading assistant and portfolio administrator, Frances provided front and middle office support and acted as liaison for global traders and U.S. brokers.​

Prior to joining Invesco, she held positions at Regions Bank, including research coordinator and various roles in trust investments and marketing. Frances earned a Bachelor of Science in Organizational Leadership from Point University in Atlanta, Georgia. Frances received the award for Women in Wealth Management by the Family Wealth Report in 2021.