Christopher Joseph Lanouette
Analyst-Festverzinsliche Wertpapiere bei CIBC Private Wealth Advisors, Inc.
Profil
Mr. Christopher J.
Lanouette, CFA, is a Managing Director at CIBC Private Wealth Advisors, Inc. He is an investment manager and fixed income trader responsible for the analysis, management and trading of taxable and tax-exempt portfolios covering a wide variety of mandates, including cash management, intermediate duration, and blended taxable and tax-exempt investments with more than 25 years of experience.
In addition to his investment management responsibilities, he works closely with business development officers to present the firm's fixed income capabilities and philosophy to prospective clients and intermediaries.
He also manages a group of client relationships that are invested solely in fixed income investments.
Prior to joining the firm, he was a portfolio manager and fixed income trader at Congress Asset Management, a Boston-based asset manager that serves both institutional and high net worth clients.
While there, he sat on the firm's investment policy committee, which was responsible for the firm's fixed income allocation, including tactical and strategic investment decisions.
Previously, he worked at Investors Capital Corporation, where he oversaw all trading and operations and was the firm's financial and operations principal, responsible for calculating and filing monthly and quarterly net capital focus reports.
He graduated from HartwickCollege with a Bachelor of Arts in finance and accounting.
Additionally, he holds the CFA designation and is a member of the Boston Security Analysts Society.
Aktive Positionen von Christopher Joseph Lanouette
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Analyst-Festverzinsliche Wertpapiere | 01.10.2006 |
Ehemalige bekannte Positionen von Christopher Joseph Lanouette
| Unternehmen | Position | Ende |
|---|---|---|
Investors Capital Corp.
 Investors Capital Corp. Investment Banks/BrokersFinance Founded in 1992, Investors Capital Corp. is an independent SEC-registered broker/dealer headquartered in Lynnfield, Massachusetts. The firm is a subsidiary of Investors Capital Holdings Ltd. They provide a full array of trading and execution services for their clients. The firm does not provide any internal research. Investors Capital Corp. is a member FINRA, NASD and SIPC. | Corporate Officer/Principal | - |
Congress Asset Management Co. LLP
 Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds. | Portfolio Manager-Aktien | - |
Ausbildung von Christopher Joseph Lanouette
| Hartwick College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Congress Asset Management Co. LLP
Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds. | 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 |
Investors Capital Corp.
Investors Capital Corp. Investment Banks/BrokersFinance Founded in 1992, Investors Capital Corp. is an independent SEC-registered broker/dealer headquartered in Lynnfield, Massachusetts. The firm is a subsidiary of Investors Capital Holdings Ltd. They provide a full array of trading and execution services for their clients. The firm does not provide any internal research. Investors Capital Corp. is a member FINRA, NASD and SIPC. | Finance |
