Chuck Dale

Investment Committee Member at CIBC Private Wealth Advisors, Inc.

Finance

Consumer Services

Profile

Mr. Charles R.
Dale is a Managing Director at CIBC Private Wealth Advisors, Inc. He is a senior portfolio and relationship manager with CIBC Private Wealth Management, with more than 25 years of industry experience.
He joined the firm in 1993 and serves as a trusted advisor for a select group of affluent individuals, families, foundations, endowments and pension plans.
He is a member of the CIBC Private Wealth Management Leadership Council as well as serving on the CIBC Private Wealth Management Multi-Manager Investment Committee, which reviews and approves long-only and alternative asset class managers used in client portfolios.
He began his career at RefcoInc. on the floor of the Chicago Mercantile Exchange as an arbitrage specialist.
He earned his Bachelor of Arts in economics from the University of Michigan and his Master of Business Administration in finance and accounting from the University of Chicago.
He holds the Chartered Financial Analyst® and Chartered Investment Counselor designations.
He currently is a member of the CFA Institute, the CFA Society of Chicago, the Investment Adviser Association, the University of Michigan Alumni Association, the University of Michigan Victors Club and the University of Chicago Alumni Association.

Chuck Dale 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.	Investment Committee Member	2004-02-29

All active positions of Chuck Dale

Former positions of Chuck Dale

Companies	Position	End
Stein Roe Investment Counsel LLC Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago.	Corporate Officer/Principal	2004-02-27
Refco, Inc.	Corporate Officer/Principal	-

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Training of Chuck Dale

University of Michigan	Undergraduate Degree
The University of Chicago	Masters Business Admin

Experiences
Positions held

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Connections

100 +

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Linked companies

Private companies	3
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
Refco, Inc.	Finance
Stein Roe Investment Counsel LLC Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago.	Finance

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