St. Louis, MO 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
1401 S. Brentwood Blvd
St. Louis MO 63144
Advisors at this office
3
Advisors at this office
Nicholas N
Series 63, Series 65
St. Louis, MO
CIBC Private Wealth Advisors, Inc.
Nicholas Nellesen is a financial advisor with CIBC Private Wealth Advisors, Inc. in St. Louis, MO. He holds the Series 63 and Series 65 designations and has two years of industry experience. Prior to joining CIBC Private Wealth Advisors in 2025, he worked at Northwestern Mutual Investment Services LLC and Gerard Hempstead. 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 and financial planning supported by an internal investment team and governance committees, managing approximately $67.8 billion in assets with a focus on both proprietary and external strategies.
Pamela L
CFA®, Series 63, Series 65
St. Louis, MO
CIBC Private Wealth Advisors, Inc.
Pamela Lent is a CFA® charterholder with 25 years of industry experience. She is currently with CIBC Private Wealth Advisors, Inc., where she has worked since 2019, following 13 years at Lowenhaupt Global Advisors, LLC. Pamela holds Series 63 and Series 65 licenses and is based in St. Louis, MO. 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 investment teams with governance committees to deliver customized portfolio management, financial planning, and family office services, managing approximately $67.8 billion in assets.
David P
Series 65
St. Louis, MO
CIBC Private Wealth Advisors, Inc.
David Pisarkiewicz Jr. is a Series 65-licensed financial advisor with CIBC Private Wealth Advisors, Inc. in St. Louis, MO, with 7 years of industry experience. He has worked with Private Wealth Advisors at CIBC Bank USA since 2012 and with Marshall & Ilsley Trust Company since 2004. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, philanthropic advisory services, and coordinated Family Office services, utilizing a combination of proprietary and external investment strategies.
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