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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.
Leadership
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, Disciplined Equity
Sean R. Brophy | Director of Investment Administration
Thomas A. Mantone, Jr. | Head Equity Trader
Gary E. Pzegeo, CFA | Head of Fixed Income
PORTFOLIO MANAGERS & SENIOR TRADERS
Rebecca Babin | Equity Trader
Frances Boatwright | Equity Trader
Robert C. Bridges | All Cap Growth, Equity Income and Large Cap Growth
Scott M. Burg, CFA, CAIA | MMIP, Traditional
Kate M. Christman | Equity Trader
Daniel A. Criscuolo | MMIP, Private Markets
Daniel P. Delany, CFA | International Growth
Lester Duke, CFA | MMIP, Private Markets
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
Adam R. Karpf, CFA | Energy Infrastructure
Christopher J. Lanouette, CFA | Fixed Income
Lance Marr, CFA | Clean Energy
Paul M. McPheeters, CFA | Energy Infrastructure
Timothy S. Musial, CFA | Fixed Income
Sid Nargundkar, CFA | Durable Growth
Jigar Patel, CFA | MMIP, Hedge Funds
Jay Pearlstein, CFA | Mid-Cap Growth
Matthew K. Scherer, CFA | International Growth and ESG Global Equity
Gordon C. Scott, CFA | Equity Income and Large Cap Growth
Ohm M. Srinivasan, CFA | MMIP, Hedge Funds
Lisa K. Tesarik, CFA | MMIP, Traditional
Frederick L. Weiss, CFA | Mid-Cap Growth
RESEARCH ANALYSTS & TRADING SPECIALISTS
Kate L. Bergin | Equities
Jerimiah Booream, CFA | Energy Infrastructure
Lori S. Evans, CFA | Equities
Matthew E. Jessup | Fixed Income
Kyle W. Leavitt, CFA | MMIP, Traditional, Private Markets and Hedge Funds
Jeffrey B. Lee, CFA | MMIP, Hedge Funds
Lawrence Li | Equities
Christopher J. Lewis, CFA | Equities
Christopher J. Linder | Energy Infrastructure
Philip D. Lorenz, CFA | Equities
John E. Maloney | Fixed Income
Mark J. McKevitt, CFA | Equities
Michael D. Neumann, CFA | Fixed Income
R. McMillan "Mac" Price, CFA | Equities
Lauren N. Ravalli | MMIP, Traditional
Bryan G. Reilly | Equities
Miriam C. Rubinstein | Energy Infrastructure
Daniel Skolochenko | Fixed Income
Cong Tian, CFA | Fixed Income
John C. Tennaro, CIMA®, CSRIC™ | Head of ESG & Impact Investing Solutions
Sean Usechek | Equities
Mark A. Zarella | MMIP, Traditional, Private Markets and Hedge Funds
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