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Employee Mark Gudaitis

Boston
100 Federal Street, 37th Floor
Boston, MA 02110

PHONE NUMBER: 617-357-9600
TOLL-FREE: 877-614-9600
FAX NUMBER: 617-357-9602

Mark R. Gudaitis

, CFA

Managing Director

Mark Gudaitis is a senior relationship manager in CIBC Private Wealth Management’s Boston office, with more than 30 years of industry experience.

In this role, he helps high net worth families achieve their wealth management objectives and works closely with the client service team to build new client relationships. He is also a member of the firm’s investment policy committee.

Prior to joining the firm in 2008, Mark was a relationship manager at Gannett Welsh & Kotler LLC, where he was responsible for helping to build and manage that firm’s private client business. In addition, Mark held key positions as co-manager of the GW&K Dividend Plus Equity Strategy and as a member of GW&K's investment committee and executive committee.

Prior to joining GW&K in 2000, Mark held analytical positions with Scudder Kemper Investments, worked actively within the private client and institutional business as an investment consultant, and started his career with Lehman Brothers.

He serves on the Trustee Advisory Board at St. John’s Preparatory School, where he is also chairman of the investment committee. Additionally, he is president of the Men’s Golf Association at Ipswich Country Club and a member of the Zoo New England advisory council.

Mark earned a Bachelor of Science in finance from Boston College and holds the Chartered Financial Analyst designation.

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


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CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

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Employee Mark Gudaitis

Boston
100 Federal Street, 37th Floor
Boston, MA 02110

PHONE NUMBER: 617-357-9600
TOLL-FREE: 877-614-9600
FAX NUMBER: 617-357-9602

Mark R. Gudaitis

, CFA

Managing Director

Mark Gudaitis is a senior relationship manager in CIBC Private Wealth Management’s Boston office, with more than 30 years of industry experience.

In this role, he helps high net worth families achieve their wealth management objectives and works closely with the client service team to build new client relationships. He is also a member of the firm’s investment policy committee.

Prior to joining the firm in 2008, Mark was a relationship manager at Gannett Welsh & Kotler LLC, where he was responsible for helping to build and manage that firm’s private client business. In addition, Mark held key positions as co-manager of the GW&K Dividend Plus Equity Strategy and as a member of GW&K's investment committee and executive committee.

Prior to joining GW&K in 2000, Mark held analytical positions with Scudder Kemper Investments, worked actively within the private client and institutional business as an investment consultant, and started his career with Lehman Brothers.

He serves on the Trustee Advisory Board at St. John’s Preparatory School, where he is also chairman of the investment committee. Additionally, he is president of the Men’s Golf Association at Ipswich Country Club and a member of the Zoo New England advisory council.

Mark earned a Bachelor of Science in finance from Boston College and holds the Chartered Financial Analyst designation.

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights

Employee Mark Gudaitis

Boston
100 Federal Street, 37th Floor
Boston, MA 02110

PHONE NUMBER: 617-357-9600
TOLL-FREE: 877-614-9600
FAX NUMBER: 617-357-9602

Mark R. Gudaitis

, CFA

Managing Director

Mark Gudaitis is a senior relationship manager in CIBC Private Wealth Management’s Boston office, with more than 30 years of industry experience.

In this role, he helps high net worth families achieve their wealth management objectives and works closely with the client service team to build new client relationships. He is also a member of the firm’s investment policy committee.

Prior to joining the firm in 2008, Mark was a relationship manager at Gannett Welsh & Kotler LLC, where he was responsible for helping to build and manage that firm’s private client business. In addition, Mark held key positions as co-manager of the GW&K Dividend Plus Equity Strategy and as a member of GW&K's investment committee and executive committee.

Prior to joining GW&K in 2000, Mark held analytical positions with Scudder Kemper Investments, worked actively within the private client and institutional business as an investment consultant, and started his career with Lehman Brothers.

He serves on the Trustee Advisory Board at St. John’s Preparatory School, where he is also chairman of the investment committee. Additionally, he is president of the Men’s Golf Association at Ipswich Country Club and a member of the Zoo New England advisory council.

Mark earned a Bachelor of Science in finance from Boston College and holds the Chartered Financial Analyst designation.

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights

Employee Mark Gudaitis

Boston
100 Federal Street, 37th Floor
Boston, MA 02110

PHONE NUMBER: 617-357-9600
TOLL-FREE: 877-614-9600
FAX NUMBER: 617-357-9602

Mark R. Gudaitis

, CFA

Managing Director

Mark Gudaitis is a senior relationship manager in CIBC Private Wealth Management’s Boston office, with more than 30 years of industry experience.

In this role, he helps high net worth families achieve their wealth management objectives and works closely with the client service team to build new client relationships. He is also a member of the firm’s investment policy committee.

Prior to joining the firm in 2008, Mark was a relationship manager at Gannett Welsh & Kotler LLC, where he was responsible for helping to build and manage that firm’s private client business. In addition, Mark held key positions as co-manager of the GW&K Dividend Plus Equity Strategy and as a member of GW&K's investment committee and executive committee.

Prior to joining GW&K in 2000, Mark held analytical positions with Scudder Kemper Investments, worked actively within the private client and institutional business as an investment consultant, and started his career with Lehman Brothers.

He serves on the Trustee Advisory Board at St. John’s Preparatory School, where he is also chairman of the investment committee. Additionally, he is president of the Men’s Golf Association at Ipswich Country Club and a member of the Zoo New England advisory council.

Mark earned a Bachelor of Science in finance from Boston College and holds the Chartered Financial Analyst designation.

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights

Employee Mark Gudaitis

Boston
100 Federal Street, 37th Floor
Boston, MA 02110

PHONE NUMBER: 617-357-9600
TOLL-FREE: 877-614-9600
FAX NUMBER: 617-357-9602

Mark R. Gudaitis

, CFA

Managing Director

Mark Gudaitis is a senior relationship manager in CIBC Private Wealth Management’s Boston office, with more than 30 years of industry experience.

In this role, he helps high net worth families achieve their wealth management objectives and works closely with the client service team to build new client relationships. He is also a member of the firm’s investment policy committee.

Prior to joining the firm in 2008, Mark was a relationship manager at Gannett Welsh & Kotler LLC, where he was responsible for helping to build and manage that firm’s private client business. In addition, Mark held key positions as co-manager of the GW&K Dividend Plus Equity Strategy and as a member of GW&K's investment committee and executive committee.

Prior to joining GW&K in 2000, Mark held analytical positions with Scudder Kemper Investments, worked actively within the private client and institutional business as an investment consultant, and started his career with Lehman Brothers.

He serves on the Trustee Advisory Board at St. John’s Preparatory School, where he is also chairman of the investment committee. Additionally, he is president of the Men’s Golf Association at Ipswich Country Club and a member of the Zoo New England advisory council.

Mark earned a Bachelor of Science in finance from Boston College and holds the Chartered Financial Analyst designation.

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights

Employee Peter Kugeler

Boston
100 Federal Street, 37th Floor
Boston, MA 02110

PHONE NUMBER: 617-357-9600
TOLL-FREE: 877-614-9600
FAX NUMBER: 617-357-9602

Peter L. Kugeler

Managing Director

Peter Kugeler is a senior private banker for CIBC Private Wealth Management, as part of CIBC Bank USA, with 15 years of industry experience. In this role, Peter works closely with relationship managers and their clients to advise on CIBC’s banking and lending capabilities, focusing primarily on the strategic use of debt and deposits.

Prior to joining the firm, Peter was a member of Morgan Stanley’s high net worth lending advisory team, where he was responsible for advising on complex lending strategies in the New England and Midwest regions. Previously, Peter was a private banker for Morgan Stanley, where he worked closely with financial advisors to better understand and meet client lending needs. He began his career as a banker with Wells Fargo, where he worked with small business owners to help manage their personal and business banking relationships.

Peter received a Bachelor of Arts degree from Colby College and a Master of Business Administration degree from Boston College.

He is a member of the board of directors for Winchester Youth Lacrosse.

Representing CIBC Bank USA.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights