Boston, Massachusetts

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 senior investment manager for the Disciplined Equity Strategy. Patricia joined the firm in 2007 to manage the Large Growth Strategy and subsequently served as senior investment specialist on the Disciplined Equity Team.

Prior to joining the firm, Patricia was with Evergreen Investments, where she managed large-core portfolios for the mutual fund and wealth channels and was head of the Large-Cap Core Growth Team. She began her career in 1982 at Phoenix Investment Counsel, where she served in analytical, portfolio management and leadership roles.

She 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 Whittemore School of Business and Economics at the University of New Hampshire with a Bachelor of Science in business administration with an economics concentration. She also holds the Chartered Financial Analyst designation. Patricia currently serves on the Dean's Advisory Board for the business school at the University of New Hampshire.

 
Representing CIBC Private Wealth Group, LLC.