Fred Weiss
Analyst-Equity chez CIBC Private Wealth Advisors, Inc.
Profil
Mr. Frederick L.
Weiss, CFA MBA, is a Managing Director at CIBC Private Wealth Advisors, Inc. He is a senior investment manager and leads the research efforts of CIBC Private Wealth Management's investment team.
He is also responsible for researching the technology and healthcare sectors of the market.
Mr. Weiss previously worked from Adams, Harkness & Hill, where he was a Vice President and Senior Analyst covering the technology and healthcare sectors.
He earned a Bachelor of Arts magna cum laude from Harvard College and a Master of Business Administration with honors from the Harvard Business School.
He holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society.
Postes actifs de Fred Weiss
| 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. | Analyst-Equity | 01/03/2004 |
Anciens postes connus de Fred Weiss
| Sociétés | Poste | Fin |
|---|---|---|
Stein Roe Investment Counsel LLC
 Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Corporate Officer/Principal | 28/02/2004 |
Adams Harkness & Hill Investment Banking
 Adams Harkness & Hill Investment Banking Investment ManagersFinance Part of Canaccord Genuity Group, Inc., Adams Harkness & Hill Investment Banking is a company based in Boston, MA. | Corporate Officer/Principal | - |
Formation de Fred Weiss
| Harvard Business School | Masters Business Admin |
| Harvard College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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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 |
Adams Harkness & Hill Investment Banking
Adams Harkness & Hill Investment Banking Investment ManagersFinance Part of Canaccord Genuity Group, Inc., Adams Harkness & Hill Investment Banking is a company based in Boston, MA. | Finance |
Stein Roe Investment Counsel LLC
Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Finance |
