Profile
Mr. David L.
Donabedian, CFA MBA, is a Managing Director at CIBC Private Wealth Advisors, Inc. His responsibilities include providing oversight of internal investment strategies and the external manager selection platform.
He is also a member of the CIBC Private Wealth Operating Committee.
He has over 35 years of industry experience working in the industry.
Previously, from 1996-2006, Mr. Donabedian was Managing Director and Chief Economist at CIBC Atlantic Trust, serving on the Asset Allocation, Multi-Manager, and Investment Policy committees and leading the Baltimore and Washington, D.C., offices.
Prior to becoming CIO for CIBC Atlantic Trust, he served in a similar capacity at Ashbridge LLC, a Philadelphia-based multi-family office.
He received a Bachelor of Science in Economics and a Bachelor of Arts with honors from the Wharton School at the University of Pennsylvania.
He subsequently earned a Master of Business Administration degree from Columbia University with a concentration in finance.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute.
Dave Donabedian active positions
| Companies | Position | Start |
|---|---|---|
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities. | Chief Investment Officer | 01/01/2009 |
Former positions of Dave Donabedian
| Companies | Position | End |
|---|---|---|
Ashbridge Investment Management LLC
Ashbridge Investment Management LLC Investment ManagersFinance Ashbridge Investment Management's strategy focuses on asset allocation to enhance performance and manage risk. Their portfolios are comprised of US equities, bonds, non-US equities, alternative strategies and cash. US equities may include large-, mid- and small-cap equities. The firm invests in both value and growth stocks. They invest in US taxable and non-taxable bonds, non-US bonds and high yield bonds. Ashbridge invests in geographically concentrated, emerging markets. Their alternative strategies include: hedged equity, convertible arbitrage, merger arbitrage, private equity, venture capital, distressed debt, managed futures, trading strategies and real estate. Ashbridge is an active portfolio manager and they take a long-term approach to investing. | Chairman | 31/12/2008 |
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities. | Analyst-Equity | 31/12/2005 |
Atlantic Trust Co., NA (Massachusetts)
Atlantic Trust Co., NA (Massachusetts) Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | 31/12/2005 |
Training of Dave Donabedian
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities. | Finance |
Atlantic Trust Co., NA (Massachusetts)
Atlantic Trust Co., NA (Massachusetts) Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
University of Pennsylvania
University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ashbridge Investment Management LLC
Ashbridge Investment Management LLC Investment ManagersFinance Ashbridge Investment Management's strategy focuses on asset allocation to enhance performance and manage risk. Their portfolios are comprised of US equities, bonds, non-US equities, alternative strategies and cash. US equities may include large-, mid- and small-cap equities. The firm invests in both value and growth stocks. They invest in US taxable and non-taxable bonds, non-US bonds and high yield bonds. Ashbridge invests in geographically concentrated, emerging markets. Their alternative strategies include: hedged equity, convertible arbitrage, merger arbitrage, private equity, venture capital, distressed debt, managed futures, trading strategies and real estate. Ashbridge is an active portfolio manager and they take a long-term approach to investing. | Finance |
Columbia Business School
Columbia Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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