Andrew Joseph Lang
Lid van de Investeringscommissie bij CIBC Private Wealth Advisors, Inc.
Profiel
Mr. Andrew J.
Lang, CFA, is a Managing Director at CIBC Private Wealth Advisors, Inc. He is a Senior Relationship Manager representing CIBC Private Wealth Management with more than 35 years of investment experience.
He serves as an investment manager overseeing a select number of client portfolios and previously served as head of the Newport Beach office.
He is a voting member of CIBC Private Wealth Management's Asset Allocation and Multi-Manager Investment committees.
He formerly served as chairman of the Investment Committee and served as head of fixed income and trading.
He joined the firm in 1996 from an institutional investment advisory firm where he was responsible for managing taxable and tax-exempt portfolios.
He began his career with a Midwest regional advisor where he participated in the management of balanced assets for high net worth individuals, foundations, endowments and retirement plans.
He earned a Bachelor of Science in finance from the University of Illinois and a Master of Management in finance and economics from the J.L.
Kellogg Graduate School at Northwestern University.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Phoenix CFA Society.
Actieve functies van Andrew Joseph Lang
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Lid van de Investeringscommissie | 01-03-2004 |
Eerdere bekende functies van Andrew Joseph Lang
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Head-Fixed Income Invts | 31-12-2003 |
Alpha Advisors, Inc.
 Alpha Advisors, Inc. Investment ManagersFinance Founded in 1989 by Lawrence Lucey, Alpha Advisors Inc. is a registered investment advisor located in Chicago. The firm provides fixed-income investment management services to Michigan Physicians Mutual Liability Co. and to other insurance companies. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Andrew Joseph Lang
| Northwestern University | Graduate Degree |
| University of Illinois | Undergraduate Degree |
Ervaring
Beklede functies
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| Bedrijven in privébezit | 3 |
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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 |
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 |
Alpha Advisors, Inc.
Alpha Advisors, Inc. Investment ManagersFinance Founded in 1989 by Lawrence Lucey, Alpha Advisors Inc. is a registered investment advisor located in Chicago. The firm provides fixed-income investment management services to Michigan Physicians Mutual Liability Co. and to other insurance companies. | Finance |
