Profil
Mr. Vicken G.
Ekmekjian, CFA MBA, is a Managing Director at CIBC Private Wealth Advisors, Inc. He is a senior portfolio and relationship manager with CIBC Private Wealth Management’s San Francisco office, with over 20 years of industry experience.
He is responsible for providing wealth counseling services to a broad base of high net worth private clients, foundations and endowments through the implementation of tailored wealth management and investment solutions.
He is also a member of CIBC Private Wealth Management’s Asset Allocation Committee, which sets the firm’s target asset allocation recommendations.
Mr. Ekmekjian began his career at JP Morgan Private Bank as an investment officer responsible for managing portfolios for high net worth clients, including asset allocation and diversification through disciplined tax-sensitive strategies.
He also served as a graduate school intern at Morgan Stanley, where he was responsible for a wide range of wealth management assignments.
He earned a Bachelor of Science in Business Administration with honors from the University of San Francisco and a Master of Business Administration from Thunderbird, the American Graduate School of International Management.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the San Francisco Security Analysts Society.
Postes actifs de Vicken G. Ekmekjian
| Sociétés | Poste | Début |
|---|---|---|
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities. | Membre du Comité d'Investissement | 01/02/2005 |
Anciens postes connus de Vicken G. Ekmekjian
| Sociétés | Poste | Fin |
|---|---|---|
JPMorgan Chase Co. (Investment Management)
JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPM-IM actively manages portfolios and focuses on identifying opportunities through proprietary in-house research that seeks to assess the fundamental value of securities. The firm invests globally, across all market-caps. | Corporate Officer/Principal | - |
Formation de Vicken G. Ekmekjian
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities. | Finance |
Thunderbird School of Global Management
Thunderbird School of Global Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
JPMorgan Chase Co. (Investment Management)
JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPM-IM actively manages portfolios and focuses on identifying opportunities through proprietary in-house research that seeks to assess the fundamental value of securities. The firm invests globally, across all market-caps. | Finance |
University of San Francisco
University of San Francisco Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















