Phil Lorenz

Phil Lorenz

Analyst-Equity bij CIBC Private Wealth Advisors, Inc.

59 jaar
Finance
Consumer Services

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Mr. Philip D.
Lorenz, CFA MBA, is a Managing Director at CIBC Private Wealth Advisors, Inc. He is an Equities Analyst for CIBC Private Wealth Management with over 20 years of industry experience.
Prior to joining Team Geneva Advisors, which became part of CIBC in 2017, he spent 18 years covering the technology sector in analyst and portfolio manager roles at UBS O’Connor, Northern Trust, Magnetar Capital, Neuberger Berman and Driehaus Capital Management.
He has worked on investment products that covered both domestic and international strategies, including all market caps.
Earlier in his career, he valued intellectual property for patent disputes at a small consulting firm.
Prior to that, he spent five years at IBM Corporation working in engineering and sales roles.
He holds a Bachelor of Science degree in industrial engineering from Northwestern University and a Master of Business Administration degree from the University of Chicago.

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Analyst-Equity 01-01-2017
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Analyst-Equity 01-08-2013
Chief Investment Officer 01-04-2009
Analyst-Equity 31-05-2005
Portfolio Manager-Equities 30-08-2002
Analyst-Equity -
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Northwestern University Undergraduate Degree
The University of Chicago Masters Business Admin

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