Dave Donabedian
Directeur en chef des Investissements chez CIBC Private Wealth Advisors, Inc.
Profil
Mr. David L.
Donabedian, CFA MBA, is a Chief Investment Officer at CIBC Private Wealth Advisors, Inc. His responsibilities include chairing the Asset Allocation Committee, as well as providing oversight of internal investment strategies and the external manager selection platform.
Previously, from 1996-2006, Mr. Donabedian was Managing Director and Chief Economist at CIBC Atlantic Trust, serving on the Asset Allocation, Multi-Manager, and Investment Policy committees and leading the Baltimore and Washington, D.C., offices.
Prior to becoming CIO for CIBC Atlantic Trust, he served in a similar capacity at Ashbridge LLC, a Philadelphia-based multi-family office.
He received a Bachelor of Science in Economics and a Bachelor of Arts with honors from the Wharton School at the University of Pennsylvania.
He subsequently earned a Master of Business Administration degree from Columbia University with a concentration in finance.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute.
Postes actifs de Dave Donabedian
| Sociétés | Poste | Début |
|---|---|---|
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Directeur en chef des Investissements | 01/01/2009 |
Anciens postes connus de Dave Donabedian
| Sociétés | Poste | Fin |
|---|---|---|
Ashbridge Investment Management LLC
 Ashbridge Investment Management LLC Investment ManagersFinance Founded in 1992 by Charles Grace, Jr., Ashbridge Investment Management LLC is a registered investment advisor located in Philadelphia, Pennsylvania. The firm is a subsidiary of Threshold Group, an independent wealth advisor located in Gig Harbor, Washington. Ashbridge functions as the Grace family office and advises substantial individuals, families and related philanthropic entities | Président | 31/12/2008 |
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Analyst-Equity | 31/12/2005 |
Atlantic Trust Co., NA (Massachusetts)
 Atlantic Trust Co., NA (Massachusetts) Major BanksFinance Atlantic Trust Co., NA is a nationally chartered commercial bank. The company is based in Boston, MA. | Corporate Officer/Principal | 31/12/2005 |
Formation de Dave Donabedian
| University of Pennsylvania | Undergraduate Degree |
| Columbia Business School | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Finance |
Ashbridge Investment Management LLC
Ashbridge Investment Management LLC Investment ManagersFinance Founded in 1992 by Charles Grace, Jr., Ashbridge Investment Management LLC is a registered investment advisor located in Philadelphia, Pennsylvania. The firm is a subsidiary of Threshold Group, an independent wealth advisor located in Gig Harbor, Washington. Ashbridge functions as the Grace family office and advises substantial individuals, families and related philanthropic entities | Finance |
Atlantic Trust Co., NA (Massachusetts)
Atlantic Trust Co., NA (Massachusetts) Major BanksFinance Atlantic Trust Co., NA is a nationally chartered commercial bank. The company is based in Boston, MA. | Finance |
