Vicken G. Ekmekjian
Lid van de Investeringscommissie bij CIBC Private Wealth Advisors, Inc.
Profiel
Mr. Vicken G.
Ekmekjian, CFA MBA, is a Managing Director at CIBC Private Wealth Advisors, Inc. He is a senior portfolio and relationship manager with CIBC Private Wealth Management’s San Francisco office, with over 20 years of industry experience.
He is responsible for providing wealth counseling services to a broad base of high net worth private clients, foundations and endowments through the implementation of tailored wealth management and investment solutions.
He is also a member of CIBC Private Wealth Management’s Asset Allocation Committee, which sets the firm’s target asset allocation recommendations.
Mr. Ekmekjian began his career at JP Morgan Private Bank as an investment officer responsible for managing portfolios for high net worth clients, including asset allocation and diversification through disciplined tax-sensitive strategies.
He also served as a graduate school intern at Morgan Stanley, where he was responsible for a wide range of wealth management assignments.
He earned a Bachelor of Science in Business Administration with honors from the University of San Francisco and a Master of Business Administration from Thunderbird, the American Graduate School of International Management.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the San Francisco Security Analysts Society.
Actieve functies van Vicken G. Ekmekjian
Bedrijven | Functie | Begin |
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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. | Lid van de Investeringscommissie | 01-02-2005 |
Eerdere bekende functies van Vicken G. Ekmekjian
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JPMorgan Chase Co. (Investment Management)
JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Corporate Officer/Principal | - |
Opleiding van Vicken G. Ekmekjian
University of San Francisco | Undergraduate Degree |
Thunderbird School of Global Management | Masters Business Admin |
Ervaring
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Bedrijven in privébezit | 2 |
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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 |
JPMorgan Chase Co. (Investment Management)
JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Finance |