Investment Team

CIBC Atlantic Trust's Investment Team brings advanced expertise and years of experience to the management of our proprietary investment strategies and of our Multi-Manager Investment Program (MMIP).

Senior Investment Professionals


David L. Donabedian, CFA
Chief Investment Officer
Baltimore

Patricia A. Bannan, CFA
Managing Director
Co-Manager,
Disciplined Equity Strategy
Boston

W. Brant Houston, CFA
Managing Director
Co-Manager,
Disciplined Equity Strategy
Income Opportunities Strategy
Denver

Adam R. Karpf, CFA
Managing Director
Co-Manager, Master Limited Partnerships
New York

Paul M. McPheeters,
CFA

Managing Director
Lead Manager, Master
Limited Partnerships
Denver

Jigar Patel, CFA
Managing Director
Co-Manager, Hedge Funds
New York

Jay Pearlstein, CFA
Managing Director
Co-Manager, Mid-Cap
Growth Strategy
Boston

Gary E. Pzegeo, CFA
Managing Director
Head of Fixed Income
Boston

Ohm M. Srinivasan, CFA
Managing Director
Co-Manager, Hedge Funds
Boston

Frederick L. Weiss, CFA
Managing Director
Co-Manager, Mid-Cap
Growth Strategy
Boston

Investment Research and Trading Specialists


Rebecca Babin
Senior Vice President
Trader, Master Limited Partnerships
New York

Cathy I. Becker, CFA
Senior Vice President
Senior Investment Analyst
Boston

Frances Boatwright
Vice President
Senior Equity Trader
Atlanta

Sean R. Brophy
Vice President
Investment Analyst
Boston

Scott M. Burg, CFA, CAIA
Senior Vice President
Senior Investment Analyst
Boston
Daniel A. Criscuolo
Vice President
Senior Investment Analyst
Boston

Lester Duke, CFA
Senior Vice President
Senior Investment Analyst
Boston

Amanda E. Garvey
Vice President
Investment Associate
Denver

Christopher J.
Lanouette, CFA

Managing Director
Investment Manager
Boston

Christopher J. Linder
Vice President
Senior Investment Analyst
Denver

John E. Maloney
Vice President
Investment Manager
Boston

Thomas A. Mantone, Jr.
Senior Vice President
Senior Equity Trader
Atlanta

Lance Marr, CFA
Vice President
Senior Investment Analyst
Denver

Sid Nargundkar, CFA
Senior Vice President
Senior Investment Analyst
Boston

Bryan G. Reilly
Senior Vice President
Senior Investment Analyst
Boston

Mathew D. Sheers, CFA
Vice President
Investment Analyst
Boston

Daniel Skolochenko
Senior Vice President
Investment Manager
San Francisco

John C. Tennaro, CIMA®
Senior Vice President
Senior Investment Analyst
Boston

Sean Usechek
Vice President
Investment Analyst
Denver

Asset Allocation Committee

The Asset Allocation Committee (AAC) sets the firm's target asset allocation recommendations. This group is led by our CIO and includes three "core" members from distinct investment areas and eight "regional" members, who contribute ideas generated from interaction with clients and other CIBC Atlantic Trust relationship managers.


David L. Donabedian, CFA
Chief Investment Officer
Baltimore

Alan S. Fields
Managing Director
Boston

Gary E. Pzegeo, CFA
Managing Director
Head of Fixed Income
Boston

Bryan G. Reilly
Senior Vice President
Boston

Vicken Ekmekjian, CFA
Managing Director
San Francisco

Alexandra L.
Fuhrmann, CFA

Managing Director
New York

Charles R. Hoke, CFA
Managing Director
Atlanta
Andrew J. Lang, CFA
Office Head
Newport Beach

Donald C. Ogle, CFA
Managing Director
Denver

Eric B. Propper, CFA
President
New York
Jeffrey S. Thomas, CFA
Managing Director
Boston

Scott Vogg, CFA, CIC
Managing Director
Chicago