Paul M. McPheeters
Gestionnaire de Portefeuille-Actions chez CIBC Private Wealth Advisors, Inc.
Profil
Mr. Paul M.
McPheeters, CFA, is a Managing Director at CIBC Private Wealth Advisors, Inc. He is the lead portfolio manager for CIBC Private Wealth Management's Energy Infrastructure strategy, which he developed in 2003.
He has more than 20 years of experience.
He also serves as a member of the CIBC Private Wealth Management US Operating Committee as well as assisting the firm's other equity strategies.
He developed the investment process for the CIBC Disciplined Equity Strategy, which he co-managed for nearly 10 years, helping to drive the strategy's mutual fund to reach a five-star Morningstar rating in 2011.
His other experience at the firm includes co-managing the Atlantic Trust Large-Cap Growth Portfolio for approximately three years as well as providing research and analysis on the energy, telecommunications and media sectors.
Additionally, prior to joining the firm in 1997, he was a senior analyst in the Valuation Services Group's energy practice at Price Waterhouse LLP, performing business valuations for mergers and acquisitions, tax strategies, privatizations and various legal purposes.
He earned his Bachelor of Science in chemical engineering from the Colorado School of Mines and holds the Chartered Financial Analyst designation.
Postes actifs de Paul M. McPheeters
| 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. | Gestionnaire de Portefeuille-Actions | 01/03/2004 |
Anciens postes connus de Paul M. McPheeters
| 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 |
| Pricewaterhouse LLP | Corporate Officer/Principal | - |
Formation de Paul M. McPheeters
| Colorado School of Mines | 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 |
| Pricewaterhouse LLP | Commercial Services |
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 |