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CIBC Private Wealth Management’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.
Senior Investment Professionals
David L. Donabedian, CFA, Chief Investment Officer, CIBC Private Wealth
William T. Norris, Chief Investment Officer, CIBC Bank USA
Patricia A. Bannan, CFA, Head of Equities, Co-Manager, Disciplined Equity Strategy
Robert C. Bridges, Co-Head, Team Geneva Advisors
Daniel P. Delany, CFA, Managing Director
W. Brant Houston, CFA, Co-Manager, Disciplined Equity and Income Opportunities Strategies
John P. Huber, Co-Head, Team Geneva Advisors
Adam R. Karpf, CFA, Co-Manager, Energy Infrastructure Strategy
Paul M. McPheeters, CFA, Lead Manager, Energy Infrastructure Strategy
Jigar Patel, CFA, Co-Manager, Hedge Funds
Jay Pearlstein, CFA, Co-Manager, Mid-Cap Growth Strategy
Gary E. Pzegeo, CFA, Head of Fixed Income
Gordon C. Scott, CFA, Managing Director
Ohm M. Srinivasan, CFA, Co-Manager, Hedge Funds
Lisa K. Tesarik, CFA, Managing Director, CIBC Bank USA
Frederick L. Weiss, CFA, Co-Manager, Mid-Cap Growth Strategy
Investment Research and Trading Specialists
Christopher J. Lanouette, CFA, Managing Director
Bryan G. Reilly, Managing Director
Rebecca Babin, Managing Director
Frances Boatwright, Senior Vice President
Sean R. Brophy, Senior Vice President
Scott M. Burg, CFA, CAIA, Senior Vice President
Kate M. Christman, Head of Trading, Team Geneva
Lester Duke, CFA, Managing Director
Lawrence Li, Senior Vice President
Thomas A. Mantone, Jr., Managing Director
Timothy S. Musial, CFA, Portfolio Manager
Sid Nargundkar, CFA, Senior Vice President
Matthew K. Scherer, CFA, Portfolio Manager
Daniel Skolochenko, Senior Vice President
John C. Tennaro, CIMA®, Senior Vice President
Kate L. Bergin, Equity Analyst
Jerimiah Booream, CFA, Vice President
Daniel A. Criscuolo, Vice President
Lori S. Evans, CFA, Vice President
Jim L. Farrell, CFA, Portfolio Manager
Jeffrey B. Lee, CFA, Vice President
Christopher J. Lewis, CFA, Portfolio Manager
Christopher J. Linder, Managing Director
Philip D. Lorenz, CFA, Equity Analyst
John E. Maloney, Vice President
Lance Marr, CFA, Managing Director
Mark J. McKevitt, CFA, Equity Analyst
Mac Price, Vice President
Miriam C. Rubinstein, Vice President
Sean Usechek, Vice President
Mark A. Zarella, Senior Associate
Matthew E. Jessup, Associate
Kyle W. Leavitt, CFA, Associate
Lauren N. Ravalli, Investment Portfolio Analyst
Cong Tian, CFA, Associate
Asset Allocation Committee
The Asset Allocation Committee (AAC) sets the firm's target asset allocation recommendations. This group is led by our CIO and includes three “core” members from distinct investment areas; nine “regional” members, who contribute ideas generated from interaction with clients and other CIBC Private Wealth relationship managers; and two investment personnel from our affiliate, CIBC Bank USA.
David L. Donabedian, CFA, Chief Investment Officer
Erin S. Dickes, Managing Director
Vicken Ekmekjian, CFA, Managing Director
Alan S. Fields, Managing Director
Alexandra L. Fuhrmann, CFA, Managing Director
Charles R. Hoke, CFA, Managing Director
Andrew J. Lang, CFA, Managing Director
Eric B. Propper, CFA, President
Jeffrey S. Thomas, CFA, Managing Director
Scott Vogg, CFA, CIC, Managing Director
David L.
Donabedian, CFA
Chief Investment Officer, CIBC Private Wealth
William T.
Norris
Chief Investment Officer, CIBC Bank USA
Patricia A.
Bannan, CFA
Managing Director
Head of Equities, Co-Manager, Disciplined Equity Strategy
Robert C.
Bridges
Managing Director and
Co-Head, Team Geneva Advisors
Daniel P.
Delany, CFA
Portfolio Manager, Equities
W. Brant
Houston, CFA
Co-Manager, Disciplined Equity, Income Opportunities Strategies
John P.
Huber
Adam R.
Karpf, CFA
Co-Manager, Energy Infrastructure Strategy
Paul M.
McPheeters, CFA
Lead Manager, Energy Infrastructure Strategy
Jigar
Patel, CFA
Co-Manager, Hedge Funds
Jay
Pearlstein, CFA
Co-Manager, Mid-Cap Growth Strategy
Gary E.
Pzegeo, CFA
Head of Fixed Income
Gordon C.
Scott, CFA
Ohm M.
Srinivasan, CFA
Lisa K.
Tesarik, CFA
Managing Director, CIBC Bank USA
Frederick L.
Weiss, CFA
Christopher J.
Lanouette, CFA
Investment Manager
Bryan G.
Reilly
Senior Investment Analyst
Rebecca
Babin
Senior Equity Trader
Frances
Boatwright
Senior Vice President
Sean R.
Brophy
Investment Analyst
Scott M.
Burg, CFA, CAIA
Kate M.
Christman
Head of Trading
Team Geneva Advisors
Lester
Duke, CFA
Lawrence
Li
Thomas A.
Mantone, Jr.
Head Equity Trader
Timothy S.
Musial, CFA
Portfolio Manager, Fixed Income
Sid
Nargundkar, CFA
Portfolio Manager
Matthew K.
Scherer, CFA
Portfolio Manager and
Analyst, Equities
Daniel
Skolochenko
John C.
Tennaro, CIMA®
Kate L.
Bergin
Equity Analyst
Jerimiah
Booream, CFA
Vice President
Daniel A.
Criscuolo
Lori S.
Evans, CFA
Jim L.
Farrell, CFA
Jeffrey B.
Lee, CFA
Lewis, CFA
Linder
Philip D.
Lorenz, CFA
John E.
Maloney
Lance
Marr, CFA
Mark J.
McKevitt, CFA
Mac
Price, CFA
Miriam C.
Rubinstein
Investment Associate
Sean
Usechek
Mark A.
Zarella
Senior Associate
Matthew E.
Jessup
Associate
Client Analyst
Kyle W.
Leavitt
Lauren N.
Ravalli
Investment Portfolio Analyst
Cong
Tian
Erin S.
Dickes
Senior Relationship Manager
Vicken
Ekmekjian
Alan S.
Fields
Alexandra L.
Fuhrmann, CFA
Charles R.
Hoke, CFA
Andrew J.
Lang, CFA
Newport Beach Office Head
Eric B.
Propper, CFA
President
Jeffrey S.
Thomas, CFA
Scott
Vogg, CFA, CIC
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