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

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

W. Brant Houston, CFA, Co-Manager, Disciplined Equity and
Income Opportunities Strategies

Adam R. Karpf, CFA, Co-Manager,
Master Limited Partnerships

Paul M. McPheeters, CFA, Lead Manager,
Master Limited Partnerships

Jigar Patel, CFA, Co-Manager, Hedge Funds

Jay Pearlstein, CFA, Co-Manager,
Mid-Cap Growth Strategy

Gary E. Pzegeo, CFA, Head of Fixed Income

Ohm M. Srinivasan, CFA, Co-Manager, Hedge Funds

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

Investment Research and Trading Specialists

Rebecca Babin, Senior Vice President

Cathy I. Becker, CFA, Senior Vice President

Frances Boatwright, Vice President

Sean R. Brophy, Vice President

Scott M. Burg, CFA, CAIA, Senior Vice President

Daniel A. Criscuolo, Vice President

Lester Duke, CFA, Senior Vice President

Amanda E. Garvey, Vice President

Christopher J. Lanouette, CFA, Managing Director

Christopher J. Linder, Vice President

John E. Maloney, Vice President

Thomas A. Mantone, Jr., Senior Vice President

Lance Marr, CFA, Vice President

Sid Nargundkar, CFA, Senior Vice President

Bryan G. Reilly, Senior Vice President

Matthew D. Sheers, CFA, Vice President

Daniel Skolochenko, Senior Vice President

John C. Tennaro, CIMA®, Senior Vice President

Sean Usechek, CFA, Vice President

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

Alan S. Fields, Managing Director

Gary E. Pzegeo, CFA, Head of Fixed Income

Bryan G. Reilly, Senior Vice President

Vicken Ekmekjian, CFA, Managing Director

Alexandra L. Fuhrmann, CFA, Managing Director

Charles R. Hoke, CFA, Managing Director

Andrew J. Lang, CFA, Managing Director

Donald C. Ogle, CFA, Managing Director

Eric B. Propper, CFA, President

Jeffrey S. Thomas, CFA, Managing Director

Scott Vogg, CFA, CIC, CFA, CIC, Managing Director

Senior Investment Professionals

 

Investment Research and Trading Specialists

 

Asset Allocation Committee