Profile
Mr. John S.
Markwalter is a Chief Executive Officer at CIBC Private Wealth Advisors, Inc. and a Chairman & Chief Executive Officer at Atlantic Trust Group, Inc. He is on the Board of Directors at St. Joseph's Hospital Foundation and Georgia Tech Foundation, Inc. He serves on CIBC’s Operating Committee as a member of the executive leadership team and on CIBC’s U.S.
Executive Committee.
He is also chairman of several of the entities within CIBC Private Wealth Management: CIBC National Trust Company, CIBC Delaware Trust Company, CIBC Private Wealth Advisors, Inc., and CIBC Private Wealth Group, LLC.
He has over 30 years of experience in the private client and investment industry.
He joined the firm in 2002 as head of business development and became chairman and CEO in 2004.
From 2005 to 2013, he also served as senior managing director of Invesco and as a member of the Invesco Executive Management Committee.
From 2008 to 2010, he was head of Invesco U.S.
Institutional Sales, Client Service and Consultant Relations as well.
Prior to joining CIBC Atlantic Trust, which became CIBC Private Wealth Management in 2018, he served as managing director and national director of the client strategy group for Morgan Stanley Private Wealth Management.
He earned a Bachelor of Science with highest honors from the Georgia Institute of Technology and a Master of Business Administration from the Harvard Graduate School of Business.
He serves in various leadership roles for numerous community organizations.
Among other positions, he is a member of the board of directors for the Georgia Tech Foundation, the board of directors for the Marist School and the board of directors at the Woodruff Arts Center.
Jack Markwalter active positions
| Companies | Position | Start |
|---|---|---|
Atlantic Trust Group, Inc.
Atlantic Trust Group, Inc. Investment ManagersFinance Provides asset management and financial advisory services | Chief Executive Officer | 01/01/2002 |
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 Executive Officer | 01/03/2004 |
Georgia Tech Foundation, Inc.
Georgia Tech Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides educational services | Director/Board Member | - |
St. Joseph's Hospital Foundation
St. Joseph's Hospital Foundation Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation or endowment | Director/Board Member | - |
Former positions of Jack Markwalter
| Companies | Position | End |
|---|---|---|
| INVESCO LTD. | Sales & Marketing | - |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Morgan Stanley Smith Barney Private Management serves as the investment advisor to funds designed to offer qualified investors the opportunity to invest in private equity investment funds-of-funds. The firm does not provide investment advice directly to investors in the funds. | Corporate Officer/Principal | 31/12/2001 |
Training of Jack Markwalter
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 | 8 |
|---|---|
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 |
Invesco Ltd.
Invesco Ltd. Investment ManagersFinance Provides investment management services | Finance |
Georgia Institute of Technology
Georgia Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Atlantic Trust Group, Inc.
Atlantic Trust Group, Inc. Investment ManagersFinance Provides asset management and financial advisory services | Finance |
Georgia Tech Foundation, Inc.
Georgia Tech Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides educational services | Miscellaneous |
St. Joseph's Hospital Foundation
St. Joseph's Hospital Foundation Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation or endowment | Miscellaneous |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Morgan Stanley Smith Barney Private Management serves as the investment advisor to funds designed to offer qualified investors the opportunity to invest in private equity investment funds-of-funds. The firm does not provide investment advice directly to investors in the funds. | Finance |
Harvard Business School
Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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