Our Investment Experts
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.
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
Jeremy Dorrell
Sean Lim
Kyle Nitiss
Shereen Undavia
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
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
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
ADMINISTRATION AND SERVICES
Sean R. Brophy | Director of Investment Administration
Keith Willar | Head of Investment Performance
Lucian Di Marco
Sai Sandhya Jayaram
Tanay Patel
Emma Szkutak
Caroline Tully