Gary E. Pzegeo

Head of Fixed Income at CIBC Private Wealth Advisors, Inc.

Gary E. Pzegeo

Gary E. Pzegeo

Head of Fixed Income at CIBC Private Wealth Advisors, Inc.

Overview
RelSci Relationships

598

Number of Boards

2

Number of Awards

1

Contact Data
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Relationships
RelSci Relationships are individuals Gary E. Pzegeo likely has professional access to. A relationship does not necessarily indicate a personal connection.

Managing Director at CIBC Private Wealth Advisors, Inc.

Relationship likelihood: Strong

Chief Investment Officer at CIBC Private Wealth Advisors, Inc.

Relationship likelihood: Strong

Office Head at CIBC Private Wealth Advisors, Inc.

Relationship likelihood: Strong

Managing Director at CIBC Private Wealth Advisors, Inc.

Relationship likelihood: Strong

Managing Director at CIBC Private Wealth Advisors, Inc.

Relationship likelihood: Strong

Director & President at CIBC Private Wealth Advisors, Inc.

Relationship likelihood: Strong

Managing Director at CIBC Private Wealth Advisors, Inc.

Relationship likelihood: Strong

Managing Director at CIBC Private Wealth Advisors, Inc.

Relationship likelihood: Strong

Managing Director at CIBC Private Wealth Advisors, Inc.

Relationship likelihood: Strong

Managing Director at CIBC Private Wealth Advisors, Inc.

Relationship likelihood: Strong

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Gary E. Pzegeo
Head of Fixed Income at CIBC Private Wealth Advisors, Inc.
Education
BBA in Finance

UMass Amherst, the flagship campus of the University of Massachusetts system, sits on nearly 1,450-acres in the scenic Pioneer Valley of Western Massachusetts, 90 miles from Boston and 175 miles from New York City. The campus provides a rich cultural environment in a rural setting close to major urban centers.

Memberships
Member
Current

The Mission of the CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Career History
Head of Fixed Income
2007 - Current

CPWA has an investment policy committee that oversees their investment policies and strategies. The firm 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 client’s assets. CPWA utilizes both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities.

Managing Director Head of Fixed Income
Current

CIBC Private Wealth Group LLC provides investment services. The company is headquartered in Atlanta, GA.

Head of Taxable Bonds
Prior

GW&K is a research-oriented adviser that primarily employs fundamental analysis for the evaluation of investment opportunities and the construction of investment portfolios. They may also employ varying degrees of macroeconomic, sector, industry, interest rate, or policy analysis in formulating investment decisions or constructing investment portfolios. GW&K specializes in actively-managed domestic municipal bond, taxable bond and equity strategies.

Boards & Committees
Member, Asset Allocation Committee
Current

CPWA has an investment policy committee that oversees their investment policies and strategies. The firm 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 client’s assets. CPWA utilizes both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities.

Awards & Honors
CFA (Chartered Financial Analyst)
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