Lance Marr

Analyst-Equity at

CIBC Private Wealth Advisors, Inc.

Finance

Transportation

Commercial Services

Profile

Mr. Lance Marr, CFA, is a Managing Director at CIBC Private Wealth Advisors, Inc. He is a portfolio manager for CIBC Private Wealth in Denver, with over 15 years of industry experience.
In this role, he provides research and analytical support for the CIBC Energy Infrastructure strategy and serves as team lead on the firm’s Clean Energy strategy.
Prior to joining the firm in 2007, he served as a Finance Manager at Western Union and as a Consultant at Reuters.
His background includes stints as a Financial Researcher at Standard & Poor's and as a Financial Analyst at Union Pacific.
He earned a Bachelor of Science in business administration from Black Hills State University and holds the Chartered Financial Analyst designation.

Lance Marr active positions

Companies	Position	Start
CIBC Private Wealth Advisors, Inc. CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities.	Analyst-Equity	31/12/2006

All active positions of Lance Marr

Former positions of Lance Marr

Companies	Position	End
THE WESTERN UNION COMPANY	Director of Finance/CFO	-
UNION PACIFIC CORPORATION	Corporate Officer/Principal	-
GSAM Strategist Portfolios LLC GSAM Strategist Portfolios LLC Investment ManagersFinance Provides investment research	Analyst-Equity	-
Reuters America Holdings, Inc. Reuters America Holdings, Inc. Miscellaneous Commercial ServicesCommercial Services Provides multi-media news reporting services	Corporate Officer/Principal	-

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Training of Lance Marr

Experiences
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Private companies

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Linked companies

Private companies	6
Union Pacific Corp. Union Pacific Corp. RailroadsTransportation Provides railroad freight transportation services	Transportation
CIBC Private Wealth Advisors, Inc. CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities.	Finance
The Western Union Co. The Western Union Co. Regional BanksFinance Provides money transfer, payments and digital financial services	Finance
Reuters America Holdings, Inc. Reuters America Holdings, Inc. Miscellaneous Commercial ServicesCommercial Services Provides multi-media news reporting services	Commercial Services
GSAM Strategist Portfolios LLC GSAM Strategist Portfolios LLC Investment ManagersFinance Provides investment research	Finance
Black Hills State University Black Hills State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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