Allen H Smith

Experience

1. Managing Director

   Cibc Private Wealth Us

   Sep 2017 — Present · Chicago, IL, US

   CIBC Private Wealth Management delivers personalized, integrated and objective wealth management solutions for affluent individuals and multi-generational families, as well as foundations and endowments. Across the U.S, our experienced professionals strive to provide the highest-quality client service with strong investment performance and a fiduciary mindset. Over the past 90 years, our business model has earned our clients\' trust. It starts with being very clear on our mission, principles and what sets us apart—and holding ourselves to that every day and for every client.We are professional fiduciaries and our sole focus is wealth management. As we take responsibility for the stewardship of our clients’ assets, a key question we ask is:\"What is best for our clients?\"We have an objective and stable business model. We generally work under one transparent \"relationship fee\" that covers all services. This structure aligns our interests with clients\' interests, as our compensation is based upon the retention, preservation and growth of the client assets entrusted to our care.We customize each client’s portfolio and wealth plan. This means balancing clients’ goals for capital preservation and growth with their estate planning and cash flow needs. By limiting the number of clients we serve, we’re able to provide personalized,\"boutique\" services that lead to lasting client relationships.We build and implement diversified investment strategies. Clients benefit from our leading-edge investment expertise and our strong track record in asset allocation and both proprietary and external investment management across asset classes.We integrate wealth strategies and family office services with each client’s investment program. Through this process, we holistically address our clients’ financial, trust, estate and philanthropic goals.

Skills

• Corporate Finance
• Financial Markets
• Trading
• Investment Banking
• Electronic Trading
• Capital Markets
• Series 7
• Portfolio Management
• Equity Research
• Investment Strategies
• Alternative Investments
• Private Equity
• Fixed Income
• Investments
• Wealth Management
• Equities
• Asset Allocation
• Mutual Funds
• Bloomberg
• Marketing
• Series 63
• Due Diligence
• Hedge Funds
• Financial Services
• Asset Managment
• Investment Management
• Investment Advisory
• Derivatives
• Retirement Planning
• Finra
• Asset Management
• Venture Capital
• Securities
• Equity Valuation
• Valuation
• Bonds
• Equity Trading