![Richard K. Fallon](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
He joined the firm in 2000 after seventeen years at Bank of America where, prior to joining the Asset Management Group, he worked in corporate finance and spent three years in international banking in Singapore.
He is a member of the Association for Investment Management and Research (AIMR) and the Atlanta Society of Financial Analysts.
He received his BA from Hampshire College, an MA from The Johns Hopkins University, and has earned the Chartered Financial Analyst and Certified Financial Planner designations.
Former positions of Richard K. Fallon
| Companies | Position | End |
|---|---|---|
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. | Portfolio Manager-Equities | 31/12/2005 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
70
1st degree connections
1
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
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 |
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