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Lance Marr
Analyst-Equity en
CIBC Private Wealth Advisors, Inc.
.
Perfil
Mr. Lance Marr, CFA, is a Managing Director at CIBC Private Wealth Advisors, Inc. He is a portfolio manager for CIBC Private Wealth in Denver, with over 15 years of industry experience.
In this role, he provides research and analytical support for the CIBC Energy Infrastructure strategy and serves as team lead on the firm’s Clean Energy strategy.
Prior to joining the firm in 2007, he served as a Finance Manager at Western Union and as a Consultant at Reuters.
His background includes stints as a Financial Researcher at Standard & Poor's and as a Financial Analyst at Union Pacific.
He earned a Bachelor of Science in business administration from Black Hills State University and holds the Chartered Financial Analyst designation.
Cargos activos de Lance Marr
| Empresas | Cargo | Inicio |
|---|---|---|
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities. | Analyst-Equity | 01/01/2007 |
Antiguos cargos conocidos de Lance Marr.
| Empresas | Cargo | Fin |
|---|---|---|
| THE WESTERN UNION COMPANY | Director Financiero/CFO | - |
| UNION PACIFIC CORPORATION | Corporate Officer/Principal | - |
GSAM Strategist Portfolios LLC
 GSAM Strategist Portfolios LLC Investment ManagersFinance Provides investment research | Analyst-Equity | - |
Reuters America Holdings, Inc.
 Reuters America Holdings, Inc. Miscellaneous Commercial ServicesCommercial Services Provides multi-media news reporting services | Corporate Officer/Principal | - |
Formación de Lance Marr.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
65
Relaciones de 1er grado
6
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 6 |
|---|---|
Union Pacific Corp.
 Union Pacific Corp. RailroadsTransportation Provides railroad freight transportation services | Transportation |
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities. | Finance |
The Western Union Co.
 The Western Union Co. Regional BanksFinance Provides money transfer, payments and digital financial services | Finance |
Reuters America Holdings, Inc.
Reuters America Holdings, Inc. Miscellaneous Commercial ServicesCommercial Services Provides multi-media news reporting services | Commercial Services |
GSAM Strategist Portfolios LLC
GSAM Strategist Portfolios LLC Investment ManagersFinance Provides investment research | Finance |
Black Hills State University
 Black Hills State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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