Charles Devaney Email & Phone Number
Head of Equity Management and Portfolio Oversight and Managing Director - at CIBC Private Wealth @ CIBC Private Wealth Management US
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Charles Devaney Location
- New York, NY, US
Charles Devaney Work
- Head of Equity Management and Portfolio Oversight and Managing Director - at CIBC Private Wealth @ (September 2024 - Present)
- Chief Investment Officer and Senior Vice President – Capital One Asset Management @ (April 2012 - September 2024)
- Executive Director, Chief Investment Officer @ (June 2007 - April 2012)
- Investment Group, Senior Investment Officer @ (August 2005 - June 2007)
- Investment Group, Investment Officer @ (August 2004 - August 2005)
- Senior Trust Administrator @ (September 2003 - August 2004)
- Trust Administrator @ (June 2002 - September 2003)
Charles Devaney Education
- Saint Peter's University
Master of Business Administration - MBA (Finance)
2008 - Kean University
Bachelor of Arts - BA (Economics)
2002
Charles Devaney Skills
- Wealth Management
- Investment Management
- Executive Leadership
- Strategic Planning
- Business Transformation
- Change Management
- Business Development
- Process Improvement
- Program Development
- Team Building
- Relationship Management
- Marketing
- Wealth Management Services
- High Net Worth Individuals
- Trust Services
- Fiduciary Services
- Investment Policy Development
- Investment Policy Statements
- Rebalancing
- Tactical Asset Allocation
- Global Tactical Asset Allocation
- Risk Budgeting
- Manager Selection
- Asset Management
- Equities
- Fixed Income
- Financial Services
- Investments
- Leadership
- Management
- Mutual Funds
- Portfolio Management
- Program Management
- Risk Management
- Securities
- Strategy
- Services
Charles Devaney Summary
- Charles Devaney, based in New York, NY, US, is currently a Head of Equity Management and Portfolio Oversight and Managing Director - at CIBC Private Wealth at CIBC Private Wealth US. Charles Devaney brings experience from previous roles at Capital One and Morgan Stanley. Charles Devaney holds a Master of Business Administration - MBA in Finance @ Saint Peter's University. With a robust skill set that includes Wealth Management, Investment Management, Executive Leadership, Strategic Planning, Business Transformation and more. Charles Devaney has 2 emails and 2 mobile phone numbers on RocketReach.
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