Lance Marr

Senior Vice President at CIBC Private Wealth Advisors, Inc.

Lance Marr

Lance Marr

Senior Vice President at CIBC Private Wealth Advisors, Inc.

Overview
RelSci Relationships

1126

Number of Boards

1

Number of Awards

1

Relationships
RelSci Relationships are individuals Lance Marr likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Investment Officer at CIBC Private Wealth Advisors, Inc.

Relationship likelihood: Strong

Director & President at CIBC Private Wealth Advisors, Inc.

Relationship likelihood: Strong

Office Head at CIBC Private Wealth Advisors, Inc.

Relationship likelihood: Strong

Vice Chairman at CIBC Private Wealth Advisors, Inc.

Relationship likelihood: Strong

Managing Director at CIBC Private Wealth Advisors, Inc.

Relationship likelihood: Strong

Chief Executive Officer 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

General Counsel, CIBC Private Wealth Management at CIBC Private Wealth Advisors, Inc.

Relationship likelihood: Strong

Chief Administrative Officer at CIBC Private Wealth Advisors, Inc.

Relationship likelihood: Strong

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Lance Marr
Senior Vice President at CIBC Private Wealth Advisors, Inc.
Education
Bachelor of Science in Business Administration

One of South Dakota's largest public universities, Black Hills State University attracts students from all over the state and beyond looking to take advantage of its substantial academic opportunities. Located in Spearfish, South Dakota, Black Hills State grants bachelor's, master's and associate's degrees in more than 90 fields of study. Majors available at the bachelor's level include Applied Technical Science, Art, Elementary Education, Human Services, Music, Psychology, Speech Communications and Theatre. Black Hills also has less commonly offered majors such as American Indian Studies, Business Education, Corporate Communications and Outdoor Education. Approximately 20 pre-professional programs in medical and other fields are also available. A research university, Black Hills conducts research activities in such fields as the natural sciences, education and plant and herb science. In fact, Black Hills boasts one of the largest herbariums in the world. Student clubs and organizations also feature numerous opportunities. You can join a theatre society, work at the student-run radio station or join a circus club, an organization for non-traditional students, a community service club, or a group for pre-law students and lots more. An application, transcripts and SAT or ACT scores are required for admissions consideration. Tuition is significantly lower for South Dakota residents and students may also apply for financial aid.

Career History
Senior Vice President
2007 - Current

AT Investment Advisors' (ATIA) investment approach is based on the belief that the best way to control risk across portfolios is through broad diversification among asset classes, investment strategies and styles. The firm creates diversified portfolios, the core of which are invested across the following asset classes: investment grade bonds, large-cap stocks, mid-cap stocks, small-cap stocks, international stocks, and alternative investments including hedge funds, private equity and real estate, as appropriate.ATIA carefully selects investments from proprietary and external offerings. Within asset classes, they generally favor diversified strategies to control security-specific risk. In addition, they are in favor of active investment management versus passive. The firm's asset allocation focus is strategic and incremental, rather than tactical or dramatic. They do not chase returns or attempt to outsmart the market over short periods of time. Given the general efficiency of the capital markets, the firm is willing to be early to add value over the longer term. ATIA also seeks to add significant value by identifying asset classes where relative over- and under-valuation exists. To make asset allocation decisions, the firm favors reasoned judgment over optimization models or analytics but they do believe optimization tools can provide a quantitative framework to help challenge their assumptions and discipline their conclusions.ATIA offers access to a full array of asset classes. They offer internally and externally managed investment strategies. Their internally managed core strategies include: cash management, taxable fixed-income, tax-exempt fixed-income, US equity large-cap core growth, US equity income, US equity mid-cap growth, global equity multi-cap value, international equity and MLPs. Atlantic Trust's externally managed Multi-Manager Investment Program (MMIP) acts as a manager-of-managers in traditional and alternative asset classes including US equities, international equities, hedge funds, private equity, venture capital and private real estate.ATIA Trust manages customized bond portfolios that emphasize quality and intermediate-term maturities. They tend to limit risk in bond portfolios and concentrate it instead in other asset classes where the risk-reward proposition is more favorable.

Vice President Senior Investment Analyst
Current
Finance Manager
Prior - 2006

The Western Union Co. is a holding company, which engages in the provision of money transfer and payment services. It operates through the following segments: Consumer-to-Consumer; Business Solutions; and Other. The Consumer-to-Consumer segment facilitates money transfers between two consumers. The Business Solutions segment offers payment and foreign exchange solutions, primarily cross-border, cross-currency transactions, for small and medium size enterprises and other organizations and individuals. The Other segment includes the firm's bill payments businesses in the United States and Argentina. The company was founded in 1851 and is headquartered in Englewood, CO.

Boards & Committees
Member, Proprietary Investment Committee
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.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$100 - $249
2004

One of South Dakota's largest public universities, Black Hills State University attracts students from all over the state and beyond looking to take advantage of its substantial academic opportunities. Located in Spearfish, South Dakota, Black Hills State grants bachelor's, master's and associate's degrees in more than 90 fields of study. Majors available at the bachelor's level include Applied Technical Science, Art, Elementary Education, Human Services, Music, Psychology, Speech Communications and Theatre. Black Hills also has less commonly offered majors such as American Indian Studies, Business Education, Corporate Communications and Outdoor Education. Approximately 20 pre-professional programs in medical and other fields are also available. A research university, Black Hills conducts research activities in such fields as the natural sciences, education and plant and herb science. In fact, Black Hills boasts one of the largest herbariums in the world. Student clubs and organizations also feature numerous opportunities. You can join a theatre society, work at the student-run radio station or join a circus club, an organization for non-traditional students, a community service club, or a group for pre-law students and lots more. An application, transcripts and SAT or ACT scores are required for admissions consideration. Tuition is significantly lower for South Dakota residents and students may also apply for financial aid.

Awards & Honors
Chartered Financial Analyst
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