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
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, CIBC Bank USA
Frederick L. Weiss, CFA, Co-Manager, Mid-Cap Growth Strategy
Investment Research and Trading Specialists
Rebecca Babin, Senior Vice President
Kate L. Bergin, Equity Analyst
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
Daniel A. Criscuolo, Vice President
Lester Duke, CFA, Senior Vice President
Lori S. Evans, CFA, Vice President
Jim L. Farrell, CFA, Portfolio Manager
Amanda E. Garvey, Senior Vice President
Matthew R. George, CFA, Fixed Income Analyst
Matthew E. Jessup, Associate
Christopher J. Lanouette, CFA, Managing Director
Jeffrey B. Lee, CFA, Vice President
Christopher J. Lewis, CFA, Portfolio Manager
Lawrence Li, Senior Investment Analyst
Christopher J. Linder, Vice President
Philip D. Lorenz, CFA, Equity Analyst
John E. Maloney, Vice President
Thomas A. Mantone, Jr., Senior Vice President
Lance Marr, CFA, Vice President
Mark J. McKevitt, CFA, Equity Analyst
Timothy S. Musial, CFA, Portfolio Manager
Sid Nargundkar, CFA, Senior Vice President
Mac Price, Vice President
Bryan G. Reilly, Managing Director
Miriam C. Rubinstein, Vice President
Matthew K. Scherer, CFA, Portfolio Manager
Daniel Skolochenko, Senior Vice President
John C. Tennaro, CIMA®, Senior Vice President
Sean Usechek, Vice President
Linda Xiao, Associate
Mark A. Zarella, Senior 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; eight “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.
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
William T. Norris, CIBC Bank USA
Eric B. Propper, CFA, President
Jeffrey S. Thomas, CFA, Managing Director
Scott Vogg, CFA, CIC, CFA, CIC, Managing Director
David L.
Donabedian, CFA
Chief Investment Officer
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
CIBC Bank USA
Frederick L.
Weiss, CFA
Rebecca
Babin
Senior Vice President
Trader, Master Limited Partnerships
Kate L.
Bergin
Equity Analyst
Frances
Boatwright
Senior Equity Trader
Jerimiah
Booream, CFA
Vice President
Investment Analyst
Sean R.
Brophy
Scott M.
Burg, CFA, CAIA
Senior Investment Analyst
Kate M.
Christman
Head of Trading
Team Geneva Advisors
Daniel A.
Criscuolo
Lester
Duke, CFA
Lori S.
Evans, CFA
Jim L.
Farrell, CFA
Portfolio Manager and
Analyst, Equities
Amanda E.
Garvey
Investment Associate
Matthew R.
George, CFA
Fixed Income Analyst and
Trader
Christopher J.
Lanouette, CFA
Investment Manager
Jeffrey B.
Lee, CFA
Lewis, CFA
Portfolio Manager
Lawrence
Li
Linder
Philip D.
Lorenz, CFA
John E.
Maloney
Thomas A.
Mantone, Jr.
Head Trader
Lance
Marr, CFA
Mark J.
McKevitt, CFA
Timothy S.
Musial, CFA
Portfolio Manager, Fixed Income
Sid
Nargundkar, CFA
Mac
Price, CFA
Bryan G.
Reilly
Miriam C.
Rubinstein
Matthew K.
Scherer, CFA
Daniel
Skolochenko
John C.
Tennaro, CIMA®
Sean
Usechek
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
William T.
Norris
Eric B.
Propper, CFA
President
Jeffrey S.
Thomas, CFA
Scott
Vogg, CFA, CIC
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