Investment Team

Investment Team

CIBC Private Wealth Management’s Investment Team brings advanced expertise and years of experience to the management of our proprietary investment strategies and of our Multi-Manager Investment Program (MMIP). To learn more about our investment offerings, please contact a CIBC Private Wealth advisor.


Senior Investment Professionals

David L. Donabedian, CFA, Chief Investment Officer

Patricia A. Bannan, CFA, Co-Manager,
Disciplined Equity Strategy

Robert C. Bridges, Co-Head, Team Geneva Advisors

Daniel P. Delany, CFA, Managing Director

W. Brant Houston, CFA, Co-Manager, Disciplined Equity and Income Opportunities Strategies

John P. Huber, Co-Head, Team Geneva Advisors

Adam R. Karpf, CFA, Co-Manager,
Energy Infrastructure Strategy

Paul M. McPheeters, CFA, Lead Manager,
Energy Infrastructure Strategy

Jigar Patel, CFA, Co-Manager, Hedge Funds

Jay Pearlstein, CFA, Co-Manager, Mid-Cap Growth Strategy

Gary E. Pzegeo, CFA, Head of Fixed Income

Gordon C. Scott, CFA, Managing Director

Ohm M. Srinivasan, CFA, Co-Manager, Hedge Funds

Frederick L. Weiss, CFA, Co-Manager,
Mid-Cap Growth Strategy

Investment Research and Trading Specialists

Rebecca Babin, Senior Vice President

Kate L. Bergin, Equity Analyst

Frances Boatwright, Senior Vice President

Sean R. Brophy, Senior Vice President

Scott M. Burg, CFA, CAIA, Senior Vice President

Kate M. Christman, Head of Trading, Team Geneva

Daniel A. Criscuolo, Vice President

Lester Duke, CFA, Senior Vice President

Lori S. Evans, CFA, Vice President

Jim L. Farrell, CFA, Portfolio Manager

Amanda E. Garvey, Senior Vice President

Matthew R. George, CFA, Fixed Income Analyst

Matthew E. Jessup, Associate

Christopher J. Lanouette, CFA, Managing Director

Christopher J. Lewis, CFA, Portfolio Manager

Christopher J. Linder, Vice President

Philip D. Lorenz, CFA, Equity Analyst

John E. Maloney, Vice President

Thomas A. Mantone, Jr., Senior Vice President

Lance Marr, CFA, Vice President

Mark J. McKevitt, CFA, Equity Analyst

Timothy S. Musial, CFA, Portfolio Manager

Sid Nargundkar, CFA, Senior Vice President

Mac Price, Vice President

Bryan G. Reilly, Managing Director

Miriam C. Rubinstein, Vice President

Matthew K. Scherer, CFA, Portfolio Manager

Daniel Skolochenko, Senior Vice President

John C. Tennaro, CIMA®, Senior Vice President

Sean Usechek, Vice President

Linda Xiao, Associate

Mark A. Zarella, Senior Associate

Asset Allocation Committee

The Asset Allocation Committee (AAC) sets the firm's target asset allocation recommendations. This group is led by our CIO and includes three “core” members from distinct investment areas; eight “regional” members, who contribute ideas generated from interaction with clients and other CIBC Private Wealth relationship managers; and two investment personnel from our affiliate, CIBC Bank USA.


David L. Donabedian, CFA, Chief Investment Officer

Vicken Ekmekjian, CFA, Managing Director

Alan S. Fields, Managing Director

Alexandra L. Fuhrmann, CFA, Managing Director

Charles R. Hoke, CFA, Managing Director

Andrew J. Lang, CFA, Managing Director

William T. Norris, CIBC Bank USA

Eric B. Propper, CFA, President

Gary E. Pzegeo, CFA, Head of Fixed Income

Bryan G. Reilly, Managing Director

Lisa K. Tesarik, CFA, CIBC Bank USA

Jeffrey S. Thomas, CFA, Managing Director

Scott Vogg, CFA, CIC, CFA, CIC, Managing Director

Senior Investment Professionals


Investment Research and Trading Specialists


Asset Allocation Committee