Denver, CO Office

Team
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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

100 St Paul Stret, Suite 700

Denver CO 80206

Advisors at this office

11

Advisors at this office

user avatar

Trevor H

CFA®

Denver, CO

CIBC Private Wealth Advisors, Inc.

Trevor Hancock is a CFA® charterholder with 12 years at CIBC Private Wealth Management and four years of overall industry experience. He is based in Denver, CO, and works with CIBC Private Wealth Advisors, Inc. CIBC Private Wealth Advisors provides 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 an internal investment team, Relationship Managers, and governance committees to offer customized portfolio management, financial planning, and specialized strategies, distinguished by its high assets under management per advisor and involvement with investment company clients.

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

Lauren C

CFA®, Series 66

Denver, CO

CIBC Private Wealth Advisors, Inc.

Lauren Culver is a CFA® charterholder and holds a Series 66 license with five years of industry experience. She has been with CIBC Private Wealth Advisors, Inc. in Denver, CO since 2015. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a comprehensive investment process involving an internal team, relationship managers, and governance committees to deliver customized portfolio management and coordinated Family Office services, managing approximately $67.8 billion in assets across 175 advisors.

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

Paul H

CFA®

Denver, CO

CIBC Private Wealth Advisors, Inc.

Paul Hojnicki is a CFA® charterholder with over 18 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc. in Denver, CO, where he has worked since 2019. Prior to joining CIBC, he spent 15 years at Wells Fargo Private Bank. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal and external management resources with governance committees to offer customized portfolio management, financial planning, and family office services, managing approximately $67.8 billion in assets across 175 advisors.

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

Mikel U

Series 63, Series 65

Denver, CO

CIBC Private Wealth Advisors, Inc.

Mikel Uribarren Ortiz is a financial advisor with CIBC Private Wealth Advisors, Inc. in Denver, CO, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at IWP Wealth Management LLC, Ameriprise, and Charles Schwab. Outside of finance, he worked at Good Times Frozen Custard and Auraria Library earlier in his career. CIBC Private Wealth Advisors offers investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to create customized portfolios and manages approximately $67.8 billion in assets with a focus on sophisticated investment solutions, including services for investment company clients.

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

Cary C

CFA®, Series 65

Denver, CO

CIBC Private Wealth Advisors, Inc.

Cary Chapman is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Denver, CO. He has been with CIBC Private Wealth Management since 2005. CIBC Private Wealth Advisors delivers 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 utilizes a structured investment process involving an internal team and committees to offer customized portfolios, combining proprietary and external strategies, and manages significant assets with fewer advisors compared to typical peers.

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

CFA®, Series 66

Denver, CO

CIBC Private Wealth Advisors, Inc.

Colleen Harvey is a CFA® charterholder with 11 years of industry experience. She has been with CIBC Private Wealth Advisors, Inc. since 2018, following prior roles at Colorado Capital Management, Inc. from 2014 to 2018. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team, relationship managers, and governance committees to create customized portfolios using proprietary and external strategies, with notable assets under management per advisor and specialized services for investment companies.

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

Series 65

Denver, CO

CIBC Private Wealth Advisors, Inc.

J Nossaman is a financial advisor at CIBC Private Wealth Advisors, Inc. based in Denver, CO. He holds a Series 65 designation and has four years of industry experience, having worked at CIBC Private Wealth Management since 2002. 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 collaborative investment process leveraging internal teams and committees to create customized portfolios and managed account programs, with a notable focus on portfolio management for investment companies and a higher advisor-to-assets ratio compared to peers.

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

Joseph K

CFP®, Series 66

Denver, CO

CIBC Private Wealth Advisors, Inc.

Joseph Koehler is a CFP® and Series 66 registered advisor with 10 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc. and has held prior roles at firms including Apex Group, Ultimus Leverpoint, and SS&C Technologies. Outside of advisory work, he was involved with Garden For Freedom LLC from 2016 to 2020. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, and investment companies. The firm utilizes a combination of proprietary and external investment strategies managed through committees and relationship managers, offering customized portfolios, model portfolios, and managed account programs.

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

Harold G

CFP®, Series 65

Denver, CO

CIBC Private Wealth Advisors, Inc.

Harold Graper Jr. is a CFP® and holds a Series 65 license with five years of industry experience. He has been with CIBC Private Wealth Advisors, Inc. since 2005. Based in Denver, CO, he works within a firm recognized for providing investment advisory and wealth management services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. CIBC Private Wealth Advisors combines an internal investment team with governance committees to create customized portfolios and offers access to complex strategies such as options hedging and structured notes.

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

Joseph W

CFA®, Series 63, Series 65

Denver, CO

CIBC Private Wealth Advisors, Inc.

Joseph Wittels II is a CFA® charterholder with 12 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc. in Denver, CO, where he has worked since 2022. Prior to that, he held positions at Bank of the West and JPMorgan Securities LLC. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, and investment companies. The firm offers customized portfolio management, financial and estate planning, and coordinated Family Office services, supported by a combined internal investment team and external managers.

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

Jessica M

Series 66

Denver, CO

CIBC Private Wealth Advisors, Inc.

Jessica Mckane is a financial advisor at CIBC Private Wealth Advisors, Inc. in Denver, CO, holding a Series 66 designation with 14 years of industry experience. Her prior work includes roles at CIBC World Markets Corp and various Wells Fargo entities from 2011 to 2021. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment approach combines internal expertise with external managers to create customized portfolios, offering a range of services from portfolio management to coordinated Family Office solutions.

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