Stephanie Tombari
Executive Director, Fee-based Solutions (Wealth Solutions), Private Wealth Management @CIBC
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WORK HISTORY
Executive Director, Fee-based Solutions (Wealth Solutions), Private Wealth Management @CIBC
Toronto, ON, CA
Manage the full suite of discretionary and non-discetionary fee-based programs at CIBC Wood Gundy comprising over $150B+ of High-Net-Worth (HNW) client assets (programs include Separately Managed Account, Advisor Managed Discretionary Account, Unified Accounts and traditional fee-based accounts)- Develop and execute the fee-based solutions roadmap to drive asset and revenue growth through the strategic development of new products and solutions from design to implementation (product lifecycle management)- Lead and coach a team of fifteen professionals in supporting Wood Gundy’s expanding network of Investment Advisors and Portfolio Managers
EDUCATION
McGill University
Bachelor of Commerce (B.Com.), Finance and Economics
Marianopolis College
DEC (Quebec degree), Honours Commerce
SKILLS
ABOUT STEPHANIE TOMBARI
Proven track record of building and revitalizing products and in Wealth Management and Capital Markets, through strategy development, relationship management, and the implementation of innovative solutions thereby executing the firm’s vision, goals, and increasing growth and profits.
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