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Cathy Schnaubelt
Market Strategist at CIBC Private Wealth Advisors, Inc.
Profile
Ms. Catherine L.
Schnaubelt, CPA, is a Managing Director at CIBC Private Wealth Advisors, Inc. She is a Senior Wealth Strategist for CIBC Private Wealth Management's Houston office, with more than 40 years of industry experience.
In this role, she is responsible for the development of integrated wealth management solutions and provides comprehensive estate and financial planning services to high net worth clients.
Prior to joining the firm, she served as the Director for Wells Fargo's ultra-high net worth family wealth division, Abbot Downing.
While Director, she focused on relationship management, estate planning, business planning and multi-generational planning for families.
Previously, she was a Partner with Strasburger& Price LLP, where she was in charge of estate and business succession planning for families and business owners.
Ms. Schnaubelt was also a Principal for the management consulting business within Avatar Associates LLC.
Prior to Avatar, she was a Partner with Woodard, Hall & Primm PC, where she oversaw estate planning for individuals and business owners.
She began her career as a family office controller with Axel Johnson E&P Corp.
She earned a Bachelor of Business Administration with a concentration in accounting from Texas A&M University and a Juris Doctor degree, magna cum laude, from South Texas College of Law.
She holds the Certified Public Accountant designation.
Cathy Schnaubelt active positions
Companies | Position | Start |
---|---|---|
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. | Market Strategist | 2013-03-31 |
Former positions of Cathy Schnaubelt
Companies | Position | End |
---|---|---|
Woodard, Hall & Primm PC
![]() Woodard, Hall & Primm PC Miscellaneous Commercial ServicesCommercial Services Woodard, Hall & Primm PC is a private company based in Houston, TX. | Corporate Officer/Principal | 2004-06-29 |
Avatar Associates
![]() Avatar Associates Investment ManagersFinance Founded in 1970, Momentum Investment Partners LLC is a registered investment advisor located in New York City. The firm is a subsidiary of OAM Avatar LLC and their ultimate parent is Overture Asset Managers LLC. They were formerly known as Avatar Associates. Momentum Investment Partners manages assets for institutional, financial advisory, private client and wrap brokerage portfolios. | Corporate Officer/Principal | 2004-06-29 |
Wells Fargo Clearing Services LLC
![]() Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Corporate Officer/Principal | 2011-10-30 |
Strasburger & Price LLP
![]() Strasburger & Price LLP Miscellaneous Commercial ServicesCommercial Services Strasburger & Price LLP provides legal services. It also offers services such as antitrust, bankruptcy, construction, corporate & securities, intellectual property, litigation, personal injury, real estate and tax law. The firm serves construction, energy, oil and gas, healthcare, retail and manufaturing industries. The company was founded in 1939 and is headquartered in Dallas, TX. | Corporate Officer/Principal | 2007-09-29 |
Abbot Downing Investment Advisors
![]() Abbot Downing Investment Advisors Investment ManagersFinance Abbot Downing Investment Advisors is an investment advisor headquartered in Minneapolis, Minnesota. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). They provide investment management services to a small number of individuals and families, as well as their endowments and foundations. | Corporate Officer/Principal | 2013-03-30 |
Training of Cathy Schnaubelt
Texas A&M University | Undergraduate Degree |
Houston College of Law | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 6 |
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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 |
Avatar Associates
![]() Avatar Associates Investment ManagersFinance Founded in 1970, Momentum Investment Partners LLC is a registered investment advisor located in New York City. The firm is a subsidiary of OAM Avatar LLC and their ultimate parent is Overture Asset Managers LLC. They were formerly known as Avatar Associates. Momentum Investment Partners manages assets for institutional, financial advisory, private client and wrap brokerage portfolios. | Finance |
Strasburger & Price LLP
![]() Strasburger & Price LLP Miscellaneous Commercial ServicesCommercial Services Strasburger & Price LLP provides legal services. It also offers services such as antitrust, bankruptcy, construction, corporate & securities, intellectual property, litigation, personal injury, real estate and tax law. The firm serves construction, energy, oil and gas, healthcare, retail and manufaturing industries. The company was founded in 1939 and is headquartered in Dallas, TX. | Commercial Services |
Woodard, Hall & Primm PC
![]() Woodard, Hall & Primm PC Miscellaneous Commercial ServicesCommercial Services Woodard, Hall & Primm PC is a private company based in Houston, TX. | Commercial Services |
Abbot Downing Investment Advisors
![]() Abbot Downing Investment Advisors Investment ManagersFinance Abbot Downing Investment Advisors is an investment advisor headquartered in Minneapolis, Minnesota. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). They provide investment management services to a small number of individuals and families, as well as their endowments and foundations. | Finance |
Wells Fargo Clearing Services LLC
![]() Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Finance |
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