Awards and Rankings

Our Winning Approach

Delivering Excellence—Today and For Years to Come

Accolades

National Award

2019, 2018, 2017: Best Investment Platform—Performance

Private Asset Management

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National Award

2019: America's Top Advisor Rankings

Barron's

2019 Top Advisor Rankings By State

National Award

2018, 2017, 2012: Private Client Investment Platform

Family Wealth Report

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Recognized for Service and Performance

CIBC Private Wealth Management has been repeatedly recognized for excellence in the industry. We have won more Private Asset Management awards than any other firm and are among Family Wealth Report's most recognized firms for investment excellence.

Awards

Firm

  • Multi-Family Office award—2019
  • Best Private Wealth Manager—Overall, PAM, 2016
  • Best Multi-Family Office, FWR, 2015
  • Best Multi-Family Office—Client Service, PAM, 2014
  • Best Private Wealth Manager in Overall Client Service, PAM, 2011

Investments

  • Best Investment Platform—Performance, PAM, 2017, 2018, 2019
  • Private Client Investment Platform, FWR, 2017, 2018
  • Private Client Investment Platform—Highly Commended, FWR, 2016
  • Best Multi-Family Office—Overall—New Product, PAM, 2015
  • Private Wealth Manager—New Product, PAM, 2014
  • Best Wealth Manager: Long-Term Performance (3 years), PAM, 2013
  • Best Private Client Investment Platform—Performance, PAM, 2012

Wealth Strategies / Trustee Services

  • Best Trusts and Estates Division, PAM, 2017
  • Multi-Family Office (Client Initiative), FWR, 2016

Individual

  • Leading Individual (Multi-Family Office), FWR:
    • Chairman & CEO Jack Markwalter, 2018;
    • Chief Investment Officer David Donabedian, CFA, 2016
  • Women in Wealth Management (Individual—WM Organizations), Highly Commended, FWR: Kimberly Dwyer, 2018
  • 50 Most Influential Women in Private Wealth, PAM:
    • Chief Fiduciary Officer Gabrielle Bailey, 2016;
    • Chief Fiduciary Officer Linda Beerman, 2015

Rankings

Firm

  • Barron's Top 40 Wealth Management Firms: Named among Barron's Top Wealth Managers since 2006. Placed 27 out of 40 firms in list published on 09.24.2018.
  • Barron's Top 40 RIA Firms: Placed 14 out of 40 RIAs in list published 09.17.2018.
  • Financial Advisor RIA Ranking: In the list published 07.2018, AT Investment Advisors, Inc., which is now CIBC Private Wealth Advisors, Inc., placed 10 of 707 firms.
  • Financial Advisor Top 50 Fastest-Growing Firms: Placed 12 out of 50 firms in the list published 07.2018.
  • FWR's Top 10 Multifamily Offices by Assets: Placed 6 out of 10 firms in the list published 12.2016.

Individual

  • Barron's Top Advisor Rankings by State: 2019
    • Barry Berlin, CFA (Atlanta)
    • Vicken Ekmekjian, CFA (San Francisco)
    • Eric Propper, CFA (New York)
    • Scott Thompson (Atlanta)
  • Barron's Top Women Financial Advisors: 2018—Sr. Relationship Managers Alexandra Fuhrmann, Dee Ann Schedler, Jennifer Man, Kimberly Dwyer
  • Barron's Top Advisor Rankings by State: 2018
    • President Eric Propper, CFA (New York);
    • Sr. Relationship Manager Vicken Ekmekjian, CFA (San Francisco)
  • Financial Times 100 Women Financial Advisors: 2014—Sr. Relationship Managers Kimberly Dwyer, Lizabeth Fisher, Alexandra Fuhrmann

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. For more information, view our disclosure.

These awards and recognitions may name Atlantic Trust or CIBC Atlantic Trust, which is now part of CIBC Private Wealth Management.