Phil Lorenz

Phil Lorenz

Analyst-Equity at CIBC Private Wealth Advisors, Inc.

59 year
Finance
Consumer Services

Profile

Mr. Philip D.
Lorenz, CFA MBA, is a Managing Director at CIBC Private Wealth Advisors, Inc. He is an Equities Analyst for CIBC Private Wealth Management with over 20 years of industry experience.
Prior to joining Team Geneva Advisors, which became part of CIBC in 2017, he spent 18 years covering the technology sector in analyst and portfolio manager roles at UBS O’Connor, Northern Trust, Magnetar Capital, Neuberger Berman and Driehaus Capital Management.
He has worked on investment products that covered both domestic and international strategies, including all market caps.
Earlier in his career, he valued intellectual property for patent disputes at a small consulting firm.
Prior to that, he spent five years at IBM Corporation working in engineering and sales roles.
He holds a Bachelor of Science degree in industrial engineering from Northwestern University and a Master of Business Administration degree from the University of Chicago.

Phil Lorenz active positions

CompaniesPositionStart
Analyst-Equity 2016-12-31
All active positions of Phil Lorenz

Former positions of Phil Lorenz

CompaniesPositionEnd
Analyst-Equity 2013-07-31
Chief Investment Officer 2009-03-31
Analyst-Equity 2005-05-30
Portfolio Manager-Equities 2002-08-29
Analyst-Equity -
See the detail of Phil Lorenz's experience

Training of Phil Lorenz

Northwestern University Undergraduate Degree
The University of Chicago Masters Business Admin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Phil Lorenz's experience

Connections

100 +

1st degree connections

9

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies7

Finance

Finance

Finance

Finance

Finance

Finance

Finance

See company connections
-40% Exceptional extension: Our subscriptions help you unlock the best investment opportunities.
BENEFIT NOW