Eric Propper
President at CIBC Private Wealth Advisors, Inc.
Profile
Mr. Eric B.
Propper, CFA MBA, is a President at Atlantic Trust Group, Inc. and a President at CIBC Private Wealth Advisors, Inc. He has over 35 years of industry experience.
Mr. Propperserves on the CIBC Private Wealth Management US Operating Committee, Asset Allocation and Multi-Manager Investment committees as well as the CIBC U.S.
Operating Committee.
He is a director of CIBC Delaware Trust Company and CIBC Private Wealth Advisors, Inc. He also serves as a senior relationship manager providing comprehensive portfolio and wealth management for high net worth individuals, families, foundations and endowments.
Mr. Propper was employed as a Managing Director by Stein Roe Investment Counsel LLC, a Principal by J.
Bush & Co., Inc., and a Trustee by Long Wharf Theatre.
He spent 10 years with Shearson Lehman Brothers and E.F.
Hutton & Co.
He earned a Bachelor of Arts from Hobart College and a Master of Business Administration from Columbia University.
He also holds the Chartered Financial Analyst designation and is a member of the Stamford Society of Security Analysts.
Eric Propper 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. | President | 01/03/2004 |
Atlantic Trust Group, Inc.
 Atlantic Trust Group, Inc. Investment ManagersFinance Atlantic Trust Group, Inc. provides asset management and financial advisory services. The firm manages wealth for individuals, families and provides asset management services to foundations and endowments. It also provides investment management, asset allocation, trust, custody and family office services. The company has offices in New York, Chicago, Boston, Atlanta, Houston, Palm Beach, San Francisco, Austin, Winston-Salem, Baltimore, Denver, Newport Beach and Washington, D.C. Atlantic Trust was founded in 1980 by Tony Pell & Edward I. Rudman and is located in New York, NY. | President | 01/03/2004 |
Former positions of Eric Propper
| 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 | 31/12/2003 |
J. Bush & Co., Inc.
 J. Bush & Co., Inc. Investment ManagersFinance Founded in 1970 by Jonathan Bush, J. Bush & Co., Inc. is an investment advisor located in New Haven, Connecticut. They were acquired by Webster Financial Corp. (NYSE: WBS) in 2005. The firm manages assets for high net-worth individuals, corporate benefit plans and foundations. | Corporate Officer/Principal | 31/12/1997 |
| Long Wharf Theatre | Corporate Officer/Principal | - |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Corporate Officer/Principal | - |
Shearson Lehman Brothers Holdings, Inc.
 Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY. | Corporate Officer/Principal | - |
Training of Eric Propper
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| Hobart & William Smith Colleges | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Shearson Lehman Brothers Holdings, Inc.
Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY. | Finance |
J. Bush & Co., Inc.
J. Bush & Co., Inc. Investment ManagersFinance Founded in 1970 by Jonathan Bush, J. Bush & Co., Inc. is an investment advisor located in New Haven, Connecticut. They were acquired by Webster Financial Corp. (NYSE: WBS) in 2005. The firm manages assets for high net-worth individuals, corporate benefit plans and foundations. | 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 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 |
Atlantic Trust Group, Inc.
Atlantic Trust Group, Inc. Investment ManagersFinance Atlantic Trust Group, Inc. provides asset management and financial advisory services. The firm manages wealth for individuals, families and provides asset management services to foundations and endowments. It also provides investment management, asset allocation, trust, custody and family office services. The company has offices in New York, Chicago, Boston, Atlanta, Houston, Palm Beach, San Francisco, Austin, Winston-Salem, Baltimore, Denver, Newport Beach and Washington, D.C. Atlantic Trust was founded in 1980 by Tony Pell & Edward I. Rudman and is located in New York, NY. | Finance |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Finance |
| Long Wharf Theatre |
- Stock Market
- Insiders
- Eric Propper
