Austin, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
CIBC Private Wealth Advisors, Inc.
Enterprise
Firm-wide stats for CIBC Private Wealth Advisors, Inc.
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
Based on CIBC Private Wealth Advisors, Inc.
Location
111 Congress Avenue, Suite 1830
Austin TX 78701
Advisors at this office
3
Advisors at this office
Mark F
CFA®, Series 65
Austin, TX
CIBC Private Wealth Advisors, Inc.
Mark Frazier is a CFA® charterholder and Series 65 licensee with 14 years of industry experience. He has been with CIBC Private Wealth Management since 2010. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, manager selection, and coordinated Family Office services, utilizing both proprietary and external strategies managed through internal committees.
Robert J
Series 63, Series 65
Austin, TX
CIBC Private Wealth Advisors, Inc.
Robert Johnson is a financial advisor at CIBC Private Wealth Advisors, Inc. with 22 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Thornhill Securities, WealthForge, Realized Holdings, Kestra Financial, and Infinex Investments. 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 combines internal expertise and external managers to deliver customized portfolio management, financial planning, and specialized strategies such as options hedges and structured notes.
Nicole G
Series 65
Austin, TX
CIBC Private Wealth Advisors, Inc.
Nicole Granger is a Series 65-licensed financial advisor with CIBC Private Wealth Advisors, Inc. in Austin, TX. She has been with CIBC Private Wealth Management since 2015 and has four years of industry experience. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, and coordinated Family Office services, utilizing a combination of proprietary offerings and external managers within a structured governance framework.
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