Linda S. Beerman

Chief Fiduciary Officer & Head of Wealth Strategies Group at CIBC Private Wealth Advisors, Inc.

Linda S. Beerman

Linda S. Beerman

Chief Fiduciary Officer & Head of Wealth Strategies Group at CIBC Private Wealth Advisors, Inc.

Overview
RelSci Relationships

698

Number of Boards

2

Number of Awards

1

Contact Data
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Relationships
RelSci Relationships are individuals Linda S. Beerman likely has professional access to. A relationship does not necessarily indicate a personal connection.

Director & President at CIBC Private Wealth Advisors, Inc.

Relationship likelihood: Strong

Chief Investment Officer at CIBC Private Wealth Advisors, Inc.

Relationship likelihood: Strong

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

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Office Head at CIBC Private Wealth Advisors, Inc.

Relationship likelihood: Strong

Chief Administrative 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

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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Linda S. Beerman
Chief Fiduciary Officer & Head of Wealth Strategies Group at CIBC Private Wealth Advisors, Inc.
Education
Bachelor of Arts

Denison University is a private, coeducational, and residential liberal arts college in Granville, Ohio, United States, about 30 miles (50 km) east of Columbus, the state capital. Founded in 1831, it is Ohio's second-oldest liberal arts college. Denison is a member of the Five Colleges of Ohio, the Great Lakes Colleges Association, and the North Coast Athletic Conference.

Juris Doctorate

Wake Forest Law evolved as a small Baptist college for men located just north of Raleigh, North Carolina, to an independent, multi-dimensional, nationally recognized university located in Winston-Salem. Wake Forest Law has grown along with and at times led the development of the institution of which it is a part. The law school, which has worked to meet the needs of a changing legal profession as well as the changing needs of students, continues to be a leader in legal education.

Memberships
Member
Current

The North Carolina Bar Association, founded in 1899, is a voluntary organization of lawyers, paralegals and law students dedicated to serving the public and the legal profession.

Career History
Advisor to Wealth Strategies
Current

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

Chief Fiduciary Officer & Head of Wealth Strategies Group
2001 - 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.

Manager of Estate & Financial Planning
1978 - Prior
Boards & Committees
Member, Planned Giving Advisory Council
Prior

FORSYTH COUNTRY DAY SCHOOL IS A COMMUNITY OF LEARNERS DEDICATED TO PREPARING OUR STUDENTS FOR WHAT'S AHEAD. THE VERY CORE OR OUR MISSION AT FORSYTH COUNTRY DAY SCHOOL IS TO PROVIDE EVERY STUDENT WITH A TRULY BALANCED EXPERIENCE, HELPING THEM PREPARE FOR WHAT'S AHEAD. EXPLORATION AND EXCELLENCE COME TOGETHER IN A VIBRANT, DYNAMIC WAY, OFFERING THE BEST OF BOTH WORLDS FOR A COMPLETE EDUCATION.

Member of the Planned Giving Advisory Council
Tenure Unconfirmed

Wake Forest University is an institution of higher education dedicated to the pursuit of excellence in the liberal arts and in graduate and professional education. It operates Wake Forest College, a graduate school of arts and sciences, and four professional schools.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$1 - $499
2012

UNC School of Law was founded in 1845 and is part of the University of North Carolina at Chapel Hill, the nation's first state-supported university. The school has been approved by the American Bar Association since 1928. Carolina Law prepares outstanding lawyers and leaders to serve the people and institutions of North Carolina, the nation and the world. Home to numerous centers and initiatives, the school offers strong expertise in civil rights, banking, environmental law, intellectual property, entrepreneurial and securities law, critical studies, bankruptcy and constitutional inquiry.

$1,000 - $1,499
2011

The United Way of Forsyth County, Inc. operates as a non-profit organization that promotes education, financial stability, health, basic needs, and place matters. The company was founded in 1923 and is headquartered in Winston-Salem, NC.

$1,000 - $1,499
2010

The United Way of Forsyth County, Inc. operates as a non-profit organization that promotes education, financial stability, health, basic needs, and place matters. The company was founded in 1923 and is headquartered in Winston-Salem, NC.

Political Donations
$250
2009

Senator from North Carolina

$250
2007

Senator from North Carolina

$250
2006

Senator from North Carolina

Awards & Honors
Admitted to the North Carolina Bar
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