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Employee Frances Boatwright
Atlanta 3290 Northside Parkway NW, 7th Floor Atlanta, GA 30327
FAX NUMBER: 404-816-7143
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.
Representing CIBC Private Wealth Group, LLC.
2021, Family Wealth Report, “Women in Wealth Management (Individual—WM Organizations)”
May 6, 2021. Frances Boatwright was one six individuals shortlisted and the only recipient of this award. The award recognizes women in private banking or wealth management who are an inspiration both to clients and colleagues, with information provided as of July 2020.
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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