John Markwalter
Atlanta 3290 Northside Parkway NW, 7th Floor Atlanta, GA 30327
PHONE NUMBER:
404-881-3400
TOLL-FREE:
866-517-3400
FAX NUMBER:
404-816-7143
John S. "Jack" Markwalter
Chief Executive Officer, CIBC Private Wealth
Jack Markwalter is chief executive officer of CIBC Private Wealth 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 35 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 19-year tenure as CEO, Jack Markwalter has led the growth of the business from $8 billion to $94 billion in assets under management and administration1 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 95% client retention rate.2
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.
Among many areas of community involvement, Jack is a member of the board of trustees for the Georgia Tech Foundation and the board of directors for the Marist School, and he is an emeritus member of the board of directors of Big Brothers Big Sisters of Metro Atlanta. Jack previously has served on the boards of the Metro Atlanta Chamber of Commerce, the Children’s Healthcare of Atlanta Foundation, the Atlanta History Center, the Woodruff Arts Center, the Helen Keller Foundation, and was a founding member of the Entrepreneurs Foundation of the Southeast. Additionally, he has served as co-chairman for his Harvard Business School Reunion Fund Campaign.
1 Assets under Management and Administration, includes $72B AUM; as of 1.31.2023.
2 1 year retention for clients with >$5M in AUM, as of 01.31.2023.
2018, Family Wealth Report, “Leading Individual (MFO)”
March 9, 2018. Jack Markwalter was the recipient of the Leading Individual (MFO) award and was one of eight candidates shortlisted. The award recognizes an individual working in the private client industry with information provided as of Sept. 2017.
2019, the Atlanta Business Chronicle, “Atlanta’s Most Admired CEOs”
2019, Atlanta Business Chronicle, “Most Admired CEO”, Nominations are based on Atlanta based CEOs with a strong record of innovation, outstanding financial performance, a commitment to diversity in the workplace and those who have made significant contributions to the metro community. 22 categories are considered with two winners in each category. Jack Markwalter was one of 184 CEO’s nominated and one of 44 honorees. He was selected as one of two people in the Financial Services category.
In 2022, Jack and his wife, Juanita, received the Marist School’s highest honor, the St. Peter Chanel Award, for their extraordinary support of the Marist school and its mission. Jack has also been featured in various publications and other media outlets, including The Wall Street Journal, Barron’s, CNBC, Private Asset Management magazine and Family Wealth Report.
Rankings, ratings or awards may not be representative of any specific client's experience. Any reference to a ranking, rating or an award provides no guarantee for future performance results and is not constant over time.
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