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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


David L. Donabedian, CFA | Chief Investment Officer

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

Sean R. Brophy | Head of Investment Center of Excellence

Thomas A. Mantone, Jr. | Head Equity Trader

Gary E. Pzegeo, CFA | Head of Fixed Income



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 | Head of Manager Research & Alternative Investments

Lisa K. Tesarik, CFA | MMIP, Traditional

Frederick L. Weiss, CFA | Mid-Cap Growth


Kate L. Bergin | Equities

Jerimiah Booream, CFA | Energy Infrastructure

Lori S. Evans, CFA | Equities

Sofia Hou | Equities

Matthew E. Jessup | Fixed Income

Kyle W. Leavitt, CFA | MMIP, Traditional, Private Markets and Hedge Funds

Jeffrey B. Lee, CFA | MMIP, Hedge Funds

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 | Co-Manager, Mid Cap Growth

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