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Employee Jennifer Man

San Francisco
3 Embarcadero Center, Suite 1600
San Francisco, CA 94111

PHONE NUMBER: 415-433-5844
TOLL-FREE: 800-880-9037
FAX NUMBER: 415-397-6639

Jennifer Man

, CFA

Managing Director

Jennifer Man is a senior relationship manager with CIBC Private Wealth Management, where she is responsible for providing investment counseling services to a broad base of high net worth clients through the implementation of tailored investment solutions with more than 20 years of industry experience. She is also a member of CIBC’s ESG (Environmental, Social and Governance) Advisory Group.

Prior to joining the firm in 2000, Jennifer spent years in the investment management arena with leading Canadian investment firms Manulife Financial and Talvest Fund Management, a subsidiary of TAL Global Asset Management.

She earned a Bachelor of Commerce degree from the University of Alberta, Canada, and holds the Chartered Financial Analyst® designation. Additionally, she is a member of the CFA Institute and the San Francisco Security Analyst Society. She was included in Barron’s “Top 100 Women Advisors” rankings in 2018 and 2020.

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights

Employee Jennifer Man

San Francisco
3 Embarcadero Center, Suite 1600
San Francisco, CA 94111

PHONE NUMBER: 415-433-5844
TOLL-FREE: 800-880-9037
FAX NUMBER: 415-397-6639

Jennifer Man

, CFA

Managing Director

Jennifer Man is a senior relationship manager with CIBC Private Wealth Management, where she is responsible for providing investment counseling services to a broad base of high net worth clients through the implementation of tailored investment solutions with more than 20 years of industry experience. She is also a member of CIBC’s ESG (Environmental, Social and Governance) Advisory Group.

Prior to joining the firm in 2000, Jennifer spent years in the investment management arena with leading Canadian investment firms Manulife Financial and Talvest Fund Management, a subsidiary of TAL Global Asset Management.

She earned a Bachelor of Commerce degree from the University of Alberta, Canada, and holds the Chartered Financial Analyst® designation. Additionally, she is a member of the CFA Institute and the San Francisco Security Analyst Society. She was included in Barron’s “Top 100 Women Advisors” rankings in 2018 and 2020.

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights

Employee Jennifer Man

San Francisco
3 Embarcadero Center, Suite 1600
San Francisco, CA 94111

PHONE NUMBER: 415-433-5844
TOLL-FREE: 800-880-9037
FAX NUMBER: 415-397-6639

Jennifer Man

, CFA

Managing Director

Jennifer Man is a senior relationship manager with CIBC Private Wealth Management, where she is responsible for providing investment counseling services to a broad base of high net worth clients through the implementation of tailored investment solutions with more than 20 years of industry experience. She is also a member of CIBC’s ESG (Environmental, Social and Governance) Advisory Group.

Prior to joining the firm in 2000, Jennifer spent years in the investment management arena with leading Canadian investment firms Manulife Financial and Talvest Fund Management, a subsidiary of TAL Global Asset Management.

She earned a Bachelor of Commerce degree from the University of Alberta, Canada, and holds the Chartered Financial Analyst® designation. Additionally, she is a member of the CFA Institute and the San Francisco Security Analyst Society. She was included in Barron’s “Top 100 Women Advisors” rankings in 2018 and 2020.

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights

Employee Jennifer Man

San Francisco
3 Embarcadero Center, Suite 1600
San Francisco, CA 94111

PHONE NUMBER: 415-433-5844
TOLL-FREE: 800-880-9037
FAX NUMBER: 415-397-6639

Jennifer Man

, CFA

Managing Director

Jennifer Man is a senior relationship manager with CIBC Private Wealth Management, where she is responsible for providing investment counseling services to a broad base of high net worth clients through the implementation of tailored investment solutions with more than 20 years of industry experience. She is also a member of CIBC’s ESG (Environmental, Social and Governance) Advisory Group.

Prior to joining the firm in 2000, Jennifer spent years in the investment management arena with leading Canadian investment firms Manulife Financial and Talvest Fund Management, a subsidiary of TAL Global Asset Management.

She earned a Bachelor of Commerce degree from the University of Alberta, Canada, and holds the Chartered Financial Analyst® designation. Additionally, she is a member of the CFA Institute and the San Francisco Security Analyst Society. She was included in Barron’s “Top 100 Women Advisors” rankings in 2018 and 2020.

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights

Employee Jennifer Man

San Francisco
3 Embarcadero Center, Suite 1600
San Francisco, CA 94111

PHONE NUMBER: 415-433-5844
TOLL-FREE: 800-880-9037
FAX NUMBER: 415-397-6639

Jennifer Man

, CFA

Managing Director

Jennifer Man is a senior relationship manager with CIBC Private Wealth Management, where she is responsible for providing investment counseling services to a broad base of high net worth clients through the implementation of tailored investment solutions with more than 20 years of industry experience. She is also a member of CIBC’s ESG (Environmental, Social and Governance) Advisory Group.

Prior to joining the firm in 2000, Jennifer spent years in the investment management arena with leading Canadian investment firms Manulife Financial and Talvest Fund Management, a subsidiary of TAL Global Asset Management.

She earned a Bachelor of Commerce degree from the University of Alberta, Canada, and holds the Chartered Financial Analyst® designation. Additionally, she is a member of the CFA Institute and the San Francisco Security Analyst Society. She was included in Barron’s “Top 100 Women Advisors” rankings in 2018 and 2020.

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights

Employee Jennifer Man

San Francisco
3 Embarcadero Center, Suite 1600
San Francisco, CA 94111

PHONE NUMBER: 415-433-5844
TOLL-FREE: 800-880-9037
FAX NUMBER: 415-397-6639

Jennifer Man

, CFA

Managing Director

Jennifer Man is a senior relationship manager with CIBC Private Wealth Management, where she is responsible for providing investment counseling services to a broad base of high net worth clients through the implementation of tailored investment solutions with more than 20 years of industry experience. She is also a member of CIBC’s ESG (Environmental, Social and Governance) Advisory Group.

Prior to joining the firm in 2000, Jennifer spent years in the investment management arena with leading Canadian investment firms Manulife Financial and Talvest Fund Management, a subsidiary of TAL Global Asset Management.

She earned a Bachelor of Commerce degree from the University of Alberta, Canada, and holds the Chartered Financial Analyst® designation. Additionally, she is a member of the CFA Institute and the San Francisco Security Analyst Society. She was included in Barron’s “Top 100 Women Advisors” rankings in 2018 and 2020.

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights

Employee Jennifer Man

San Francisco
3 Embarcadero Center, Suite 1600
San Francisco, CA 94111

PHONE NUMBER: 415-433-5844
TOLL-FREE: 800-880-9037
FAX NUMBER: 415-397-6639

Jennifer Man

, CFA

Managing Director

Jennifer Man is a senior relationship manager with CIBC Private Wealth Management, where she is responsible for providing investment counseling services to a broad base of high net worth clients through the implementation of tailored investment solutions with more than 20 years of industry experience. She is also a member of CIBC’s ESG (Environmental, Social and Governance) Advisory Group.

Prior to joining the firm in 2000, Jennifer spent years in the investment management arena with leading Canadian investment firms Manulife Financial and Talvest Fund Management, a subsidiary of TAL Global Asset Management.

She earned a Bachelor of Commerce degree from the University of Alberta, Canada, and holds the Chartered Financial Analyst® designation. Additionally, she is a member of the CFA Institute and the San Francisco Security Analyst Society. She was included in Barron’s “Top 100 Women Advisors” rankings in 2018 and 2020.

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights

Employee Jennifer Man

San Francisco
3 Embarcadero Center, Suite 1600
San Francisco, CA 94111

PHONE NUMBER: 415-433-5844
TOLL-FREE: 800-880-9037
FAX NUMBER: 415-397-6639

Jennifer Man

, CFA

Managing Director

Jennifer Man is a senior relationship manager with CIBC Private Wealth Management, where she is responsible for providing investment counseling services to a broad base of high net worth clients through the implementation of tailored investment solutions with more than 20 years of industry experience. She is also a member of CIBC’s ESG (Environmental, Social and Governance) Advisory Group.

Prior to joining the firm in 2000, Jennifer spent years in the investment management arena with leading Canadian investment firms Manulife Financial and Talvest Fund Management, a subsidiary of TAL Global Asset Management.

She earned a Bachelor of Commerce degree from the University of Alberta, Canada, and holds the Chartered Financial Analyst® designation. Additionally, she is a member of the CFA Institute and the San Francisco Security Analyst Society. She was included in Barron’s “Top 100 Women Advisors” rankings in 2018 and 2020.

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights

Employee Barry Berlin

Barry Berlin

Atlanta
3290 Northside Parkway NW, 7th Floor
Atlanta, GA 30327

PHONE NUMBER: 404-881-3400
TOLL-FREE: 866-517-3400
FAX NUMBER: 404-816-7143

Barry N. Berlin

, CFA

Managing Director

Barry Berlin is a senior relationship manager for CIBC Private Wealth Management in Atlanta, with more than 40 years of experience assisting high net worth families and their related interests. He works directly with clients to develop and implement customized investment and wealth management strategies.  He helps clients integrate their investment programs with their tax, estate and charitable giving strategies, serves as a mentor to his younger colleagues, and is engaged in the communities around Atlanta.  Barry and his colleagues also serve a number of foundation and endowment clients.

Prior to joining the firm in 2001, Barry spent 18 years in a similar role with Wachovia Bank, working entirely in subsidiaries serving wealthy families, foundations and endowments. After relocating in 1987, Barry established Wachovia’s wealth management presence in Atlanta.

He is currently a Trustee for the Woodruff Arts Center, having served on the Governing Board, and previously as Chairman of the Center’s Investment Committee.  Barry also serves on the Endowment and Investment Committees at Paideia School in Atlanta, Jewish Home Life Communities, The Atlanta Jewish Foundation, and his synagogue.  Previously, he served as Trustee and Treasurer of the Atlanta Jewish Film Festival, and as President of the Atlanta CFA Society.  He has served as a Trustee of WABE/WPBA, and as founder/chairman of Grants to Green, an environmental program.  Barry has facilitated philanthropic activities for The Kendeda Fund since 1993. 

Barry earned a Bachelor of Science in Commerce from the University of Virginia and a Master of Business Administration from Northwestern University. He earned his Chartered Financial Analyst® designation in 1982 and served on the governing body’s Council of Examiners from 1984 to 1988. He was also a three-time Jeopardy champion in 1998, and was listed in Barron’s 2019 Top Advisor ranking.

Representing CIBC Private Wealth Advisors, Inc. and CIBC National Trust Company.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights