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Jack Markwalter is chief executive officer of CIBC Private Wealth Management in the U.S., a division of CIBC.* Jack serves on CIBC Private Wealth’s Operating Committee as a member of the executive leadership team and on CIBC’s U.S. Executive Committee. He also serves as chairman of several of the entities within CIBC Private Wealth: CIBC National Trust Company, CIBC Delaware Trust Company, CIBC Private Wealth Advisors, Inc. and CIBC Private Wealth Group, LLC.
Jack has more than 30 years of experience in the private client and investment industry. He joined CIBC Private Wealth (previously Atlantic Trust) in 2002 as head of business development and became chairman and CEO in 2004. During his 15-year tenure as CEO, Jack Markwalter has led the growth of the business from $8 billion to over $58 billion in assets under management and administration (as of July 31, 2019) through industry-leading client retention, organic growth initiatives and acquisitions.
Jack’s commitment to delivering the highest-quality, boutique client experience has resulted in a 98% client retention rate (as measured over the past year for clients with more than $5 million in assets under management as of June 30, 2019). Throughout CIBC Private Wealth’s evolution, Jack has built the firm’s culture of collegiality and service excellence, and he is steadfastly dedicated to promoting a culture of diversity and inclusion across the business.
From 2005 to 2013, Jack served as senior managing director of Invesco Ltd. Jack also was a member of the Invesco Executive Management Committee, and from 2008 to 2010, Jack was head of Invesco U.S. Institutional Sales, Client Service, and Consultant Relations. Prior to joining CIBC Private Wealth, he served in senior management roles for Morgan Stanley Private Wealth Management in New York, London and Atlanta.
Over the years, Jack devoted significant time and energy in several important leadership roles for numerous community organizations. Among other responsibilities, Jack is an emeritus member of the board of directors of Big Brothers Big Sisters of Metro Atlanta, and is a member of the board of trustees for the Georgia Tech Foundation, the board of directors for the Marist School and the board of trustees for the Woodruff Arts Center. Additionally, he has served as co-chairman for his Harvard Business School Reunion Fund Campaign. Jack previously served on the boards of the Metro Atlanta Chamber of Commerce, the Children’s Healthcare of Atlanta Foundation, the Atlanta History Center, the Helen Keller Foundation, and was a founding member of the Entrepreneurs Foundation of the Southeast.
Born and raised in Augusta, Georgia, Jack earned a Bachelor of Science with highest honors from the Georgia Institute of Technology, where he served as student body president. He also earned a Master of Business Administration from the Harvard Graduate School of Business. Jack and his wife Juanita reside in Atlanta and are the proud parents of five sons.
In 2019, the Atlanta Business Chronicle named Jack one of Atlanta’s Most Admired CEOs. He has been featured in numerous publications and other media outlets, including The Wall Street Journal, Barron’s, CNBC, Private Asset Management magazine and Family Wealth Report. Additionally, in 2018, Jack received Family Wealth Report's award for Leading Individual - Multi-Family Office, which is a national award recognizing his long-standing leadership in the private wealth management industry.
*CIBC assets under management $186 billion as of July 31, 2019.
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