Rajesh Advani
Profile
Mr. Rajesh Advani is Vice President at Atlantic Trust Private Wealth Management.
Prior to joining the firm in 2001, Mr. Advani worked as a global custody analyst at Mellon Financial and at HarbourVest Partners as an assistant manager in partnership performance.
Mr. Advani earned a BA in finance from Bentley College.
Former positions of Rajesh Advani
| Companies | Position | End |
|---|---|---|
Mellon Financial Markets LLC
 Mellon Financial Markets LLC Investment Banks/BrokersFinance Founded in 1995, Mellon Financial Markets LLC is an investment banking firm and full-service securities dealer headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of Mellon Financial Corp. (NYSE: MEL). Mellon Financial Markets is an active underwriter and dealer in fixed-income securities including municipal bonds, corporate bonds, mortgage-backed and asset backed securities, U.S. Treasury and agency securities and money market instruments. | Analyst-Equity | - |
HarbourVest Partners LLC
 HarbourVest Partners LLC Investment ManagersFinance HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world. | Corporate Officer/Principal | - |
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 | - |
Training of Rajesh Advani
| Bentley University | Undergraduate Degree |
Experiences
Positions held
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 |
Mellon Financial Markets LLC
Mellon Financial Markets LLC Investment Banks/BrokersFinance Founded in 1995, Mellon Financial Markets LLC is an investment banking firm and full-service securities dealer headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of Mellon Financial Corp. (NYSE: MEL). Mellon Financial Markets is an active underwriter and dealer in fixed-income securities including municipal bonds, corporate bonds, mortgage-backed and asset backed securities, U.S. Treasury and agency securities and money market instruments. | Finance |
HarbourVest Partners LLC
HarbourVest Partners LLC Investment ManagersFinance HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world. | Finance |
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