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Boston, MA 02110
Patricia A. Bannan, CFA
Patricia Bannan is a managing director and Head of Equities for CIBC Private Wealth Management. 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 chairs the Admissions Committee and is a member of the Mentoring Committee.
Patricia has been featured in various publications, including The Boston Globe, Family Wealth Report, Bloomberg, Financial Advisor, Markets Media and Private Asset Management.
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