Chuck Dale
Lid van de Investeringscommissie bij CIBC Private Wealth Advisors, Inc.
Profiel
Mr. Charles R.
Dale is a Managing Director at CIBC Private Wealth Advisors, Inc. He is a senior portfolio and relationship manager with CIBC Private Wealth Management, with more than 25 years of industry experience.
He joined the firm in 1993 and serves as a trusted advisor for a select group of affluent individuals, families, foundations, endowments and pension plans.
He is a member of the CIBC Private Wealth Management Leadership Council as well as serving on the CIBC Private Wealth Management Multi-Manager Investment Committee, which reviews and approves long-only and alternative asset class managers used in client portfolios.
He began his career at RefcoInc. on the floor of the Chicago Mercantile Exchange as an arbitrage specialist.
He earned his Bachelor of Arts in economics from the University of Michigan and his Master of Business Administration in finance and accounting from the University of Chicago.
He holds the Chartered Financial Analyst® and Chartered Investment Counselor designations.
He currently is a member of the CFA Institute, the CFA Society of Chicago, the Investment Adviser Association, the University of Michigan Alumni Association, the University of Michigan Victors Club and the University of Chicago Alumni Association.
Actieve functies van Chuck Dale
| 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 Chuck Dale
| 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. | Corporate Officer/Principal | 28-02-2004 |
| Refco, Inc. | Corporate Officer/Principal | - |
Opleiding van Chuck Dale
| University of Michigan | Undergraduate Degree |
| The University of Chicago | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 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 |
| Refco, Inc. | 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 |
