Awards and Recognition
NATIONAL AWARD
2022: Best Multi-Family Office $25 billion and over
Private Asset Management
NATIONAL AWARD
2022: Private Client Investment Platform and Leading Individual (MFO)
Family Wealth Report
Featured Recognition
CIBC Private Wealth ranked #4 in Barron’s “2021 Top 100 RIA Firms"
Barron's
Recognized for service and performance
Barron’s Top 100 RIA Firms, ranked in top 5, 2020—2021
Best Multi-Family Office $25 billion and over, Private Asset Management, 2022
Private Client Investment Platform, Family Wealth Report, 2021-2022
Awards
- Best Multi-Family Office $25 billion and over, PAM, 2022
- Best Private Wealth Manager Over $5B —Performance, PAM, 2020, 2021
- Best Multi-Family Office—Over $20 billion, Highly Commended, PAM, 2021
- Best Multi-Family Office award, FWR—2015, 2019
- Best Private Wealth Manager—Overall, PAM, 2016
- Best Multi-Family Office—Client Service, PAM, 2014
- Best Private Wealth Manager in Overall Client Service, PAM, 2011
INDIVIDUAL
- Manager or Investment Research Professional of the Year, Highly Commended, PAM:
- Leading Individual (Multi-Family Office), FWR:
- Women in Wealth Management (Individual—WM Organizations), FWR:
- 50 Most Influential Women in Private Wealth, PAM:
Investments
- Best High Net Worth Investment Platform—Highly Commended, PAM, 2022
- Best High Net-Worth Investment Platform, PAM, 2012, 2020
- Best Investment Platform—Performance, PAM, 2017, 2018, 2019
- Private Client Investment Platform, FWR, 2017, 2018, 2021, 2022
- Private Client Investment Platform—Highly Commended, FWR, 2016
- Best Multi-Family Office—Overall—New Product, PAM, 2015
- Best Private Wealth Manager—New Product, PAM, 2014
- Best Wealth Manager: Long-Term Performance (3 years), PAM, 2013
Wealth Strategies / Trustee Services
Rankings
- Barron's 2021 Top RIA Firms: Placed 4 in the list published on 09.20.2021
- Financial Times 300 Top Registered Investment Advisers: Named to this list, published on 07.14.2019
- Financial Advisor RIA Ranking: In the list published 07.2019, CIBC Private Wealth placed 13 of 683 firms.
- Barron's Top 40 Wealth Management Firms: Named to this list since 2006. Placed 27 in list published on 09.2018. This list is no longer being published.
Individual
- Barron's Top Advisor Rankings by State: 2022
- Tom Bridges (Illinois)
- Scott Caven (Texas)
- Erin Dickes (Illinois)
- Vicken Ekmekjian, CFA (California)
- Alexandra Fuhrmann, CFA (New York)
- Charles Hoke, CFA (Georgia)
- Jennifer Man (California)
- Eric Propper, CFA (New York)
- Eric Riak, CFP® (Massachusetts)
- Dee Ann Schedler (D.C.)
- Scott Thompson, CTFA (Georgia)
- Barron's Top Women Financial Advisors: 2021
- Alexandra Fuhrmann (New York)
- Erin Dickes (Texas)
- Jennifer Man (California)
- Kimberly Dwyer (Massachusetts)
- Barron's Top Advisor Rankings by State: 2021
- Tom Bridges (Illinois)
- Scott Caven (Texas)
- Erin Dickes (Illinois)
- Vicken Ekmekjian, CFA (California)
- Alexandra Fuhrmann, CFA (New York)
- Charles Hoke, CFA (Georgia)
- Eric Propper, CFA (New York)
- Eric Riak, CFP® (Massachusetts)
- Kishore Setty (New York)
- Scott Thompson, CTFA (Georgia)
- Barron's Top Women Financial Advisors: 2020
- Barron's Top Advisor Rankings by State:2020
- Tom Bridges (Illinois)
- Vicken Ekmekjian, CFA (California)
- Alexandra Fuhrmann (New York)
- Eric Propper, CFA (New York)
- Scott Thompson (Georgia)
- Barron's Top 100 Women Financial Advisors: 2019
- Barron's Top Advisor Rankings by State:2019
- Vicken Ekmekjian, CFA (California)
- Eric Propper, CFA (New York)
- Scott Thompson (Georgia)
- Barron's Top Women Financial Advisors: 2018
- Barron's Top Advisor Rankings by State: 2018
- Eric Propper, CFA (New York)
- Vicken Ekmekjian, CFA (California)
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.