Peter Judd Barrett
Portfolio Manager-Equities at CIBC Private Wealth Advisors, Inc.
Profile
Mr. Peter J.
Barrett is a Senior Vice President at CIBC Private Wealth Advisors, Inc. He is a senior portfolio and relationship manager with over 60 years of industry experience, serving the financial needs and objectives of high net worth individuals, institutions, trusts, foundations, endowment funds and pension and profit-sharing plans with individually tailored portfolios.
Mr. Barrett began his career with Stein Roe & Farnham in 1958 after two years in the U.S.
Army with the Judge Advocate General’s office.
He earned a Bachelor of Science in Economics from The Wharton School of the University of Pennsylvania and his Juris Doctorate from Northwestern University School of Law.
He is also a chairman of the Income/Convertible Securities Ratings Committee.
Additionally, he holds the Chartered Investment Counselor designation.
Peter Judd Barrett 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. | Portfolio Manager-Equities | 2004-02-29 |
Former positions of Peter Judd Barrett
| 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. | Portfolio Manager-Equities | 2003-12-30 |
| The United States Army (District of Columbia) | Corporate Officer/Principal | - |
| Stein Roe & Farnham, Inc. | Corporate Officer/Principal | - |
Training of Peter Judd Barrett
| University of Pennsylvania | Undergraduate Degree |
| Northwestern University School 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 | 4 |
|---|---|
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 |
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 |
| Stein Roe & Farnham, Inc. | Finance |
| The United States Army (District of Columbia) | Government |
- Stock Market
- Insiders
- Peter Judd Barrett
