Atlanta, GA Northside Parkway Office

Team
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CIBC Private Wealth Advisors, Inc. logo

CIBC Private Wealth Advisors, Inc.

Enterprise

Firm-wide stats for CIBC Private Wealth Advisors, Inc.

Total advisors

174

Across 18 offices

Clients per advisor

46 Low

Avg AUM per client

$5,505,055 Very High

HNW client ratio

25% High

About

CIBC Private Wealth Advisors provides investment advisory and wealth advisory services to a broad client base including individuals (including high net worth clients), families, trusts, employee benefit plans, corporations and, notably, investment companies. Services described in the brochure include portfolio management (both discretionary and non-discretionary), financial, estate and philanthropic planning, manager selection, access to options strategies and, on request, coordinated Family Office services for complex needs.

The firm’s investment process combines an internal investment team, Relationship Managers and governance through an Investment Policy Committee and an Asset Allocation Committee to build customized separate accounts, model portfolios and managed account programs. It uses a mix of proprietary offerings and external managers, licenses its own benchmark indices for product development, and offers strategies that can include options hedges and structured notes as part of portfolio implementation.

What distinguishes the firm among large enterprises is its scale relative to advisor headcount — the brochure reports about $67.8 billion in assets with 175 advisors, implying materially higher AUM per advisor than most peers — and its involvement with investment company clients and portfolio management for investment companies (including acting as adviser to several CIBC Atlas funds). The firm also operates within a family of affiliates (for example, CIBC National Trust Company) that provide private placement, trustee and related services and participates in referral and platform programs such as the Schwab Advisor Network and Fidelity Wealth Advisor Solutions.

Based on CIBC Private Wealth Advisors, Inc.

Expertise

Options & derivatives strategies Private / alternative investments Active portfolio management Wealth management

Based on CIBC Private Wealth Advisors, Inc.

Location

3290 Northside Parkway, 7th Floor

Atlanta GA 30327

Advisors at this office

5

Advisors at this office

user avatar

Charles H

CFA®, Series 63, Series 66

Atlanta, GA

CIBC Private Wealth Advisors, Inc.

Charles Hoke is a CFA® charterholder and holds Series 63 and 66 licenses. He has 14 years of industry experience and has worked at CIBC Private Wealth Advisors, Inc. since 2014. Based in Atlanta, GA, he is part of a larger team at CIBC Private Wealth Advisors. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to offer customized portfolio management, utilizing both proprietary and external strategies, and manages a notable amount of assets relative to its advisor headcount.

Options & derivatives strategies Private / alternative investments Active portfolio management Wealth management
user avatar

Samuel A

Series 65

Atlanta, GA

CIBC Private Wealth Advisors, Inc.

Samuel Adams is a Series 65-licensed financial advisor with CIBC Private Wealth Advisors, Inc. in Atlanta, GA. He has three years of industry experience and has been with CIBC Private Wealth Management since 2014. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a structured investment process involving internal teams and committees to design customized portfolios and managed programs, combining proprietary and external strategies.

Options & derivatives strategies Private / alternative investments Active portfolio management Wealth management
user avatar

Duncan E

CFP®

Atlanta, GA

CIBC Private Wealth Advisors, Inc.

Duncan Edwards is a CFP® professional with 4 years of industry experience based in Atlanta, GA. He has worked at CIBC Private Wealth Advisors, Inc. for 19 years. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to create customized portfolios, utilizing both proprietary and external strategies, and manages approximately $67.8 billion in assets.

Options & derivatives strategies Private / alternative investments Active portfolio management Wealth management
user avatar

Beth M

Series 65

Atlanta, GA

CIBC Private Wealth Advisors, Inc.

Beth Mayfield is a financial advisor at CIBC Private Wealth Advisors, Inc. in Atlanta, GA, holding a Series 65 credential with eight years at CIBC and a prior four years at Greenberg Traurig. She has three years of industry experience as a financial advisor. Outside of her advisory role, she works as an independent contractor with Isagenix, a nutritional online company. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm provides comprehensive wealth advisory and portfolio management services, employing a combination of proprietary and external strategies overseen by dedicated investment committees.

Options & derivatives strategies Private / alternative investments Active portfolio management Wealth management
user avatar

Peter F

Series 63, Series 65

Atlanta, GA

CIBC Private Wealth Advisors, Inc.

Peter Fleming III is a financial advisor at CIBC Private Wealth Advisors, Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials with 18 years of industry experience. His prior work includes extensive tenures at M HOLDINGS SECURITIES, Inc. and Winged Keel Group. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a comprehensive investment process featuring internal and external managers, customized portfolios, and strategies incorporating options and structured notes, distinguishing itself by managing a high assets-under-management per advisor ratio and serving as adviser to several investment company clients.

Options & derivatives strategies Private / alternative investments Active portfolio management Wealth management
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