Keith Willar
Head of Investment Performance & Client Reporting for CIBC Private Wealth Management
- Role
- Senior Vice President - Head of Investment Performance Measurement & Client Reporting at Cibc Private Wealth Us
- Location
- Grafton, MA, US
- LinkedIn followers
- 500 followers
Experience
Senior Vice President - Head of Investment Performance Measurement & Client Reporting
Jan 2004 — Present · Boston, MA, US
Accomplished Investment Performance executive with a successful track record ofcollaborating with multiple functional areas improving processes & workflows, reducing costs andimproving the client experience- Consolidated multiple applications onto one platform resulting inover annual cost savings- Manage performance team of 4 FTE’s and over $60 Billion AUM- Significantly improved data quality produced by performanceapplication- Relationship Manager with E&Y and ACA on annual GIPSverification- Business lead with IT to develop interface between accounting & performance application- Manage analytics reporting for Business development and clientservice teams across the US- Investment Performance Subject Matter Expert to merge 4 firms onto one new operating platformGroups/ Committees / Awards*CIBC Annual Achiever (2015)*Mentor & Mentee in CIBC Mentor program (2014 - Current)*CIBC Private Wealth Management Leadership Council (2012 - Current)*CIBC Investment Policy Committee (2018 - Current)*Spaulding Group Performance Measurement Forum (20••••11)*Invesco GIPS Steering Committee (20••••13)
Skills
- Hedge Funds
- Asset Management
- Bloomberg
- Investments
- Investment Strategies
- Asset Managment
- Alternative Investments
- Fixed Income
- Analysis
- Securities
- Leadership
- Portfolio Management
- Financial Services
- Equities
- Asset Allocation
- Investment Management
- Performance Measurement
- Mutual Funds
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.