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Liferay DXP
Liferay DXP
  • About Us
    • Firm overview
    • Newsroom
      • In the news
        • 2022
      • Press releases
        • Press Releases
        • 2021
        • 2020
        • CIBC welcomes new team members to its Private Wealth business
        • CIBC Private Wealth US wins Best High Net-Worth Investment Platform award
        • CIBC becomes official Private Wealth and Commercial Banking Partner of The Cognizant Classic in the Palm Beaches
        • Carolina Core FC announces CIBC as official wealth management partner
        • CIBC Private Wealth, US, wins “Private Client Investment Platform” award; recognizes Richard Havey, CFA, as “Leading Individual (MFO)”
        • CIBC and The Cognizant Classic in The Palm Beaches announce multi-year partnership
        • CIBC Private Wealth, US, awarded Best High Net-Worth Investment Platform for third consecutive year
        • Dave Donabedian named Outstanding CIO
    • Accolades
      • National Awards and Recognition
        • 2019 Citywire Top 20 Women Portfolio Managers
        • 2020 PAM Awards
        • 2020 barrons top advisors by state
        • The 20 top female portfolio managers in the US
        • Barrons Top 100 Women Advisors of 2020
        • Financial Times Top Registered Investment Advisers of 2020
        • 2020 Barrons Top 100 RIA Firms
        • 2021 Private Asset Management Awards
        • 2021 barrons top advisors by state
        • Barron's Top 100 Women Financial Advisors for 2021
        • 2021 barrons top RIA Firms
        • Barrons Top Advisors by State 2022
        • 2022 Barrons Top Advisors by State
        • 2022 RIA Disclosure
        • FWR Awards
        • PAM Awards
        • Barrons and Financial Advisor Awards
      • Local
    • Women's Circle
      • event Strategies for Navigating Healthcare
  • People
    • Our Offices
      • Austin
        • SConley
      • Washington DC
      • Wilmington
      • lga
      • Atlanta
    • Executive Team
    • Investment Team
    • Wealth Strategies Group
  • Capabilities
    • Investment Management
    • Wealth Strategies
      • Our Approach
      • Family Legacy
    • Trustee Services
      • Trustee services
      • Privately held investments
    • Family Office
    • Private banking
  • Podcasts and Webinars
    • Wealth Planning Illuminated
      • WPI: Protecting who you are: reputation risk
      • Protecting your wealth: asset protection
      • Protecting what you have built: household, liability and online risk
      • Protecting those you love: personal safety risk
      • Protecting what is yours: financial risks of divorce
      • Planning for your modern family
      • Planning for your modern family
      • Moving to a new state
      • Understanding community and separate property
      • Helping with a home purchase
      • Philanthropic missions
      • The Corporate Transparency Act
      • Budgeting 101
      • Tangible personal property
      • Inherited IRAs after SECURE
      • Navigating today's debt markets
      • Analyst deep dive: The weight loss drug hype
      • Income taxation of trusts
      • Private foundations v. donor-advised funds
      • New job paperwork
      • Aging Wisely: Your estate plan and its impact on your family
      • The OBBBA and You
      • Strategic long-term investing
      • OBBBA Understanding Tax Legislation
      • Test copy
    • Women's Circle author events
    • Financial Forum
  • Insights
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