Kate Bergin

Analyst-Equity at CIBC Private Wealth Advisors, Inc.

Finance

Consumer Services

Profile

Ms. Kathryn L.
Bergin is an Equity Analyst at CIBC Private Wealth Advisors, Inc. She has more than 25 years of industry experience.
Prior to joining Team Geneva Advisors, which became part of CIBC in 2017, Ms. Bergin was a Healthcare Analyst and a Member of the Northern Trust Mid-Cap Portfolio Team.
She began her investment career at Scudder Investments, where she held various positions for a 12-year time frame, as Equity Research Analyst.
She received a Bachelor of Arts degree in Economics from the University of Illinois at Urbana-Champaign and a Master of Business Administration degree from Loyola University Chicago.

Kate Bergin 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.	Analyst-Equity	31/12/2016

All active positions of Kate Bergin

Former positions of Kate Bergin

Companies	Position	End
The Northern Trust Co. The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.	Corporate Officer/Principal	30/12/2006
Geneva Advisors LLC Geneva Advisors LLC Investment ManagersFinance Founded in 2003, Geneva Advisors LLC is an independent registered investment advisor located in Chicago, Illinois. The firm is 100% owned by Geneva Holding Company of Chicago LLC which is owned by Geneva employees. They generally provide investment advice to individuals, trusts, estates, charitable organizations, pension and profit sharing plans, retirement accounts, corporations or other business entities and registered and unregistered mutual funds. ^	Analyst-Equity	-

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Training of Kate Bergin

Loyola University of Chicago	Masters Business Admin
University of Illinois	Undergraduate Degree

Experiences
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Linked companies

Private companies	3
Geneva Advisors LLC Geneva Advisors LLC Investment ManagersFinance Founded in 2003, Geneva Advisors LLC is an independent registered investment advisor located in Chicago, Illinois. The firm is 100% owned by Geneva Holding Company of Chicago LLC which is owned by Geneva employees. They generally provide investment advice to individuals, trusts, estates, charitable organizations, pension and profit sharing plans, retirement accounts, corporations or other business entities and registered and unregistered mutual funds. ^	Finance
The Northern Trust Co. The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.	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

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