Patricia Bannan
Boston 100 Federal Street, 37th Floor Boston, MA 02110
Phone number:
617-357-9600
Toll-free:
877-614-9600
Fax number:
617-357-9602
Patricia A. Bannan
, CFA®
Managing Director
Patricia Bannan is a managing director and head of equities for CIBC Private Wealth. In this role, she oversees the firm’s proprietary equity strategies and works closely with senior leadership to further build the platform. Additionally, Patricia serves as co-manager of CIBC Private Wealth’s Disciplined Equity strategy.
Patricia joined the firm in 2007 to manage the Large Growth Strategy and subsequently served as a senior investment specialist on the Disciplined Equity Team. Previously, she managed large-core portfolios for the mutual fund and wealth channels and was head of the Large-Cap Core Growth Team at Evergreen Investments. She began her career in 1982 at Phoenix Investment Counsel, where she served in analytical, portfolio management and leadership roles.
Patricia has also held senior portfolio management positions at Prudential Investments and CGU Investments. Her experience has been centered on the analysis and portfolio management of large-cap quality companies serving the mutual fund, institutional and wealth management arenas.
Patricia graduated from the Peter T. Paul College of Business and Economics at the University of New Hampshire with a Bachelor of Science degree in business administration with an economics concentration. She also holds the Chartered Financial Analyst® designation. Additionally, Patricia serves on the Dean's Advisory Board for the business school at the University of New Hampshire, where she is an active mentor and sits on the Internship Opportunity Fund and Graduate Committees.
Patricia has been featured in various publications, including The Boston Globe, Family Wealth Report, Bloomberg, Financial Advisor, Markets Media and Private Asset Management. Patricia was highly commended as Manager for Investment Research Professional of the Year by Private Asset Management in 2021.
Representing CIBC Private Wealth Group, LLC.
2021, Private Asset Management, “Manager or Investment Research Professional of the Year” Highly Commended.
February 10, 2021, the detailed information provided by CIBC Private Wealth for “Manager or Investment Research Professional of the Year” award included information on both internal and external strategies. Tricia Bannan was one of twelve shortlisted for this award, and was highly commended. To qualify the individual must be a manager of investment research professional at a wealth manager, private bank or family office who was active in the 12 months to July 31, 2020 and demonstrates a positive impact on client outcomes.
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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