Wealth Solutions

Investment management

Driven by innovation and grounded in expertise, we help you turn today’s opportunities into tomorrow’s legacy.

A proven investment platform

Investing proactively to drive outperformance in ever-changing markets

As your wealth grows, so do the stakes of your portfolio. Our platform is built to address your evolving goals, whether that’s growing and protecting capital, generating income, optimizing liquidity or aligning investments with your values. Our seasoned professionals help you manage complexity and uncertainty with confidence, maximizing the potential of your investments.

dedicated professionals

years average industry expertise

CFA charterholders® and professional designations

What makes us different

Our philosophy

We invest with intention

The core principles of our approach to portfolio management

Deliver bespoke investment experiences that empower you to build and protect your legacy.
Place your financial objectives, investment preferences and risk tolerance at the center of our process.
Apply a disciplined, forward-looking approach to asset allocation.
Mitigate risk and maximize opportunity through broad exposure to traditional and alternative asset classes, diversified strategies and a focus on quality.
Select best-in-class strategies, leveraging both internal expertise and external partnerships.
Remain nimble, tactical and opportunistic through continuous assessment.

Investment offering

Bringing structure, strategy and clarity to global opportunity

Holistic portfolio construction

Benefit from portfolios tailored to your financial profile via an open-architecture platform that integrates a wide range of asset classes, investment styles and vehicles. By blending proprietary strategies with leading external managers, we deliver diverse expertise and robust solutions for long-term success.

Strategic personalization

Unlock investment mandates designed for your unique preferences, whether focused on income generation, values-based investing, active or passive management or enhanced liquidity.

Global market access

Capture opportunities across global markets and asset classes. Our platform positions your portfolio to capture growth wherever it emerges, leveraging insights from both domestic and international landscapes.

Institutional-quality alternatives

Access exclusive alternatives — including hedge funds, private markets and real assets — curated through rigorous due diligence and seamlessly integrated for diversification and growth.

Tax-efficient solutions

Enhance and preserve your wealth with tax-sensitive strategies — including rebalancing, tax-loss harvesting and low-turnover approaches — designed to maximize after-tax returns.

Active oversight and optimization

Count on proactive portfolio management and continuous monitoring to ensure your investments remain aligned with your goals as markets evolve.

Our tailored investment process

We start with what you need — not what we have to offer.

Understand and prioritize your objectives
Establish asset allocation aligned to your goals
Document a clear, long-term investment strategy
Implement your strategy through strategic portfolio construction
Regularly review and monitor performance
Make tactical adjustments as goals change and market shifts

Team spotlight

A track record of outperformance.
A commitment to you.

Seasoned through market cycles, our award-winning team uncovers opportunities and drives results in complex markets.

Gary Pzegeo

Managing Director•Chief Investment Officer

Boston, MA

David Donabedian

Managing Director•Senior Investment Strategist

Washington, DC

Ohm Srinivasan

Managing Director•Global Head of Alternative Investing

Boston, MA

Charles Devaney

Managing Director•Head of Equity Management & Portfolio Oversight

New York, NY

Timothy Musial

Managing Director•Head of Fixed Income

Chicago, IL

Paul McPheeters

Managing Director•Lead Portfolio Manager, Energy Infrastructure

Denver, CO

Available mutual funds

CIBC mutual funds offer a range of investment strategies that may fit within your asset allocation.

See Atlas funds See Private Lending strategies

Insights and perspectives

Markets & Economy

Economic and Financial Markets Outlook: Fourth Quarter 2026

Slow, steady growth remains the outlook—but not without risks. Chief Investment Officer Gary Pzegeo, CFA, and Head of Fixed Income Tim Musial, CFA, break down the effects of energy-driven inflation, the Fed’s next moves, and why higher corporate bond yields could shape business investment and earnings expectations heading into 2027.

Markets & Economy

Let’s connect

It’s your wealth.
Together, we’ll make it your legacy.

Connect with an advisor

Investment management

Investing proactively to drive outperformance in ever-changing markets

We invest with intention