Joe Dempsey
Gestionnaire de Portefeuille-Actions chez CIBC Private Wealth Advisors, Inc.
Profil
Mr. Joseph C.
Dempsey, CFA, is a Managing Director at CIBC Private Wealth Advisors, Inc. He is a senior portfolio and relationship manager in CIBC Private Wealth Management’s Newport Beach office, with over 30 years of industry experience.
He manages individualized portfolios for private clients with a focus on competitive returns with managed risk.
Prior to joining the firm, Mr. Dempsey brought his investment career to San Francisco in 1995 and spent four years at McCullough, Andrews & Cappiello.
He worked directly with Frank Cappiello managing assets for pension funds and individual clients.
He spent the first eight years of his career at Atalanta Sosnoff Capital Corp., in New York City, as an Equity Analyst.
In this role, he was primarily responsible for fundamental analysis involving on-site company visits, quantitative analysis and determination of the suitability of investment recommendations for the firm’s clients.
He earned a Bachelor of Science in Business Administration and holds the Chartered Financial Analyst designation.
He is a member of the New York Society of Security Analysts, the Security Analyst Society of San Francisco and the CFA Institute.
Postes actifs de Joe Dempsey
| Sociétés | Poste | Début |
|---|---|---|
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Gestionnaire de Portefeuille-Actions | 01/03/2004 |
Anciens postes connus de Joe Dempsey
| Sociétés | Poste | Fin |
|---|---|---|
Stein Roe Investment Counsel LLC
 Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Gestionnaire de Portefeuille-Actions | 31/12/2003 |
Atalanta Sosnoff Capital Corp.
 Atalanta Sosnoff Capital Corp. Financial ConglomeratesFinance Atalanta Sosnoff Capital Corp. is a private group led by the management of Atalanta/Sosnoff Capital Corp. The private company is based in New York, NY. | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Stein Roe Investment Counsel LLC
Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Finance |
Atalanta Sosnoff Capital Corp.
Atalanta Sosnoff Capital Corp. Financial ConglomeratesFinance Atalanta Sosnoff Capital Corp. is a private group led by the management of Atalanta/Sosnoff Capital Corp. The private company is based in New York, NY. | Finance |
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Finance |
