Frances Boatwright

Managing Director

With over 25 years in the financial industry, Frances serves as director, wealth trading for CIBC Private Wealth. As a senior equity trader, Frances works closely with the investment team and relationship managers to source and execute trades in a timely, proficient manner. Additionally, 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 serves as a Steering Committee member for CIBC-US Black Employee Network and has previously been involved in CIBC’s Women’s Circle, where she focused on educating members and clients about market trends and trading topics..​

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