CIBC Private Wealth Management has tapped financial advisor Tricia Bannan to the new position of head of equities in Boston, where she will oversee $15.1 billion in internally managed equity assets across the firm’s investment platform.
Bannan also will continue to co-manage the flagship Disciplined Equity strategy. In addition to those duties, she will oversee CIBC Private Wealth Management’s seven other proprietary equity strategies.
Bannan has more than 35 years of experience in the financial services industry. She began her career at Phoenix Investment Counsel, where she served in analytical, portfolio management and leadership roles. Prior to joining CIBC Private Wealth Management as a senior investment manager in 2007, she worked for Evergreen Investments.
Bannan received a B.S. in business administration, with an economics concentration, from the Peter T. Paul College of Business and Economics (formerly the Whittemore School of Business and Economics) at the University of New Hampshire.
Founded in 1961 through the merger of the Canadian Bank of Commerce and the Imperial Bank of Canada, the Canadian Imperial Bank of Commerce (CIBC), headquartered in Toronto, is one of the five largest banks in the country.
CIBC Private Wealth offers investment management, wealth strategies and legacy planning.