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Investment Team

Team Investments Office Info

Investment Team

CIBC Private Wealth’s Investment Team brings advanced expertise and years of experience to the management of our proprietary investment strategies and of our Multi-Manager Investment Program (MMIP). To learn more about our investment offerings, please contact a CIBC Private Wealth advisor.

Team Investments Employees List

LEADERSHIP

David L. Donabedian, CFA | Chief Investment Officer


 

EQUITY

Patricia A. Bannan, CFA | Head of Equities, Disciplined Equity

 

Portfolio Managers

Robert C. Bridges | All Cap Growth, Equity Income and Large Cap Growth

Daniel P. Delany, CFA | International Growth

Jim L. Farrell, CFA | ESG Global Equity

W. Brant Houston, CFA | Disciplined Equity and Income Opportunities

John P. Huber | All Cap Growth, Equity Income and Large Cap Growth

Sid Nargundkar, CFA | Durable Growth

Jay Pearlstein, CFA | Mid-Cap Growth

Bryan G. Reilly | Mid-Cap Growth

Matthew K. Scherer, CFA | International Growth and ESG Global Equity

Gordon C. Scott, CFA | Equity Income and Large Cap Growth

Frederick L. Weiss, CFA | Mid-Cap Growth

 

Research Analysts and Trading

Thomas A. Mantone, Jr.

Rebecca Babin 

Kate L. Bergin

Frances Boatwright 

Kate M. Christman 

Jeremy Dorrell

Lori S. Evans, CFA

Sofia Hou

Christopher J. Lewis, CFA

Sean Lim

Philip D. Lorenz, CFA

Mark J. McKevitt, CFA

Kyle Nitiss

R. McMillan "Mac" Price, CFA 

Shereen Undavia

Sean Usechek


 

FIXED INCOME

Gary E. Pzegeo, CFA | Head of Fixed Income

 

Portfolio Managers

Christopher J. Lanouette, CFA | Custom Portfolios

Timothy S. Musial, CFA | Total Return, Intermediate Bond and Tax-Exempt Municipal Bond

 

Research Analysts and Trading

Matthew E. Jessup 

John E. Maloney

Michael D. Neumann, CFA 

Daniel Skolochenko

Cong Tian, CFA


 

ENERGY INFRASTRUCTURE

Paul M. McPheeters, CFA | Lead Portfolio Manager

 

Portfolio Managers

Lance Marr, CFA | Clean Energy

Adam R. Karpf, CFA | Energy Infrastructure

 

Research Analysts and Trading

Jerimiah Booream, CFA 

Kimberly Keaton

Christopher J. Linder

Miriam C. Rubinstein


 

MMIP

Ohm M. Srinivasan, CFA | Head of Manager Research & Alternative Investments

Scott M. Burg, CFA, CAIA | Traditional

Daniel A. Criscuolo | Private Markets

Lester Duke, CFA | Private Markets

Kyle W. Leavitt, CFA | Private Markets, Traditional

Jeffrey B. Lee, CFA | Hedge Funds

Jigar Patel, CFA | Hedge Funds

Mark A. Zarella | Hedge Funds


 

ENVIRONMENTAL, SOCIAL & GOVERNANCE (ESG) INVESTING

John C. Tennaro, CIMA®, CSRIC™ | Head of ESG & Impact Investing Solutions

Patricia A. Bannan, CFA | Head of Equities, Disciplined Equity

Lance Marr, CFA | Clean Energy

 

Portfolio Managers

Matthew K. Scherer, CFA | International Growth and ESG Global Equity

Jim L. Farrell, CFA | ESG Global Equity

 

Research Analysts and Trading

Kate L. Bergin

Jerimiah Booream, CFA

Lori S. Evans, CFA


 

ADMINISTRATION AND SERVICES

Sean R. Brophy | Director of Investment Administration

Keith Willar | Head of Investment Performance

Lucian Di Marco

Sai Sandhya Jayaram

Christopher J. Matthews

Tanay Patel 

Michael Pileggi

Emma Szkutak

Lauren N. Ravalli

Caroline Tully