Edward Weaver Zimmerman
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Profilo
Mr. Edward W.
Zimmerman is a Managing Director at AT Investment Advisers, Inc. He is a senior portfolio and relationship manager for the New York office, with over 58 years of industry experience.
He spent more than 50 of these years with Atlantic Trust through predecessor firms.
In his role, he serves the financial needs and objectives of high net worth clients by implementing individually tailored portfolios.
Mr. Zimmerman began his career as an Equity Analyst with Value Line Investment Survey.
His past community involvement includes acting as Trustee to Smith College and Atlantic Health Systems.
He also served as President and Chairman of the Investment Advisor Association.
He earned a Bachelor of Arts from Yale University and a Master of Business Administration in finance from the Wharton School at the University of Pennsylvania.
Additionally, he holds the Chartered Investment Counselor designation.
Precedenti posizioni note di Edward Weaver Zimmerman
| Società | Posizione | Fine |
|---|---|---|
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. | Gestore di Portafoglio-Azioni | 05/03/2018 |
Formazione di Edward Weaver Zimmerman
| Yale University | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 1 |
|---|---|
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 |
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