CIBC.com Our Locations Contact Us Form ADV/CRS Sign On Navigation About Us People Capabilities Insights Blog Our Investment Experts Cookie notice CIBC uses cookies to understand how you use our website and to improve your experience. This includes personalizing CIBC content on our mobile apps, our website and third-party sites and apps. To learn more about how we do this, go to Manage my advertising preferences. Close Investment Team Award-winning Investment Team Active managers with diverse thinking styles, an autonomous, flexible approach to strategies and a unified objective of outperformance. LEADERSHIP David L. Donabedian, CFA | Chief Investment Officer EQUITY Patricia A. Bannan, CFA | Head of Equities, Disciplined Equity Portfolio Managers Robert C. Bridges | All Cap Growth, Equity Income and Large Cap Growth Daniel P. Delany, CFA | International Growth Jim L. Farrell, CFA | Global Sustainable Equity W. Brant Houston, CFA | Disciplined Equity and Income Opportunities John P. Huber | All Cap Growth, Equity Income and Large Cap Growth Sid Nargundkar, CFA | Durable Growth Jay Pearlstein, CFA | Mid-Cap Growth Bryan G. Reilly | Mid-Cap Growth Matthew K. Scherer, CFA | International Growth and Global Sustainable Equity Gordon C. Scott, CFA | Equity Income and Large Cap Growth Frederick L. Weiss, CFA | Mid-Cap Growth Research Analysts and Trading Thomas A. Mantone, Jr. Rebecca Babin Kate L. Bergin Frances Boatwright Kate M. Christman Jeremy Dorrell Lori S. Evans, CFA Sofia Hou Christopher J. Lewis, CFA Sean Lim Philip D. Lorenz, CFA Mark J. McKevitt, CFA Kyle Nitiss R. McMillan "Mac" Price, CFA Shereen Undavia Sean Usechek FIXED INCOME Gary E. Pzegeo, CFA | Head of Fixed Income Portfolio Managers Christopher J. Lanouette, CFA | Custom Portfolios Timothy S. Musial, CFA | Total Return, Intermediate Bond and Tax-Exempt Municipal Bond Research Analysts and Trading Matthew E. Jessup John E. Maloney Michael D. Neumann, CFA Daniel Skolochenko Cong Tian, CFA ENERGY INFRASTRUCTURE Paul M. McPheeters, CFA | Lead Portfolio Manager Portfolio Managers Lance Marr, CFA | Clean Energy Adam R. Karpf, CFA | Energy Infrastructure Research Analysts and Trading Jerimiah Booream, CFA Kimberly Keaton Christopher J. Linder Miriam C. Rubinstein MMIP Ohm M. Srinivasan, CFA | Head of Manager Research & Alternative Investments Scott M. Burg, CFA, CAIA | Traditional Daniel A. Criscuolo | Private Markets Lester Duke, CFA | Private Markets Kyle W. Leavitt, CFA | Private Markets, Traditional Jeffrey B. Lee, CFA | Hedge Funds Jigar Patel, CFA | Hedge Funds Mark A. Zarella | Hedge Funds ENVIRONMENTAL, SOCIAL & GOVERNANCE (ESG) INVESTING John C. Tennaro, CIMA®, CSRIC™ | Head of ESG & Impact Investing Solutions Patricia A. Bannan, CFA | Head of Equities, Disciplined Equity Lance Marr, CFA | Clean Energy Portfolio Managers Matthew K. Scherer, CFA | International Growth and Global Sustainable Equity Jim L. Farrell, CFA | Global Sustainable Equity Research Analysts and Trading Kate L. Bergin Jerimiah Booream, CFA Lori S. Evans, CFA ADMINISTRATION AND SERVICES Sean R. Brophy | Director of Investment Administration Keith Willar | Head of Investment Performance Lucian Di Marco Sai Sandhya Jayaram Christopher J. Matthews Tanay Patel Michael Pileggi Emma Szkutak Lauren N. Ravalli Caroline Tully Rankings, ratings or awards may not be representative of any specific client's experience. Any reference to a ranking, rating or an award provides no guarantee for future performance results and is not constant over time. Navigation About Us People Capabilities Insights Blog Contact Us City Submit Careers CIBC Bank USA CIBC Canada Find a Location The CIBC Logo is a registered trademark of CIBC, used under license. © CIBC Private Wealth Management. Privacy and Security Legal Connect With Us: