Scott Burg, Cfa, C AI A
About Scott Burg, Cfa, C AI A
Scott Burg, CFA, CAIA, serves as the Senior Vice President and Senior Investment Analyst at CIBC Private Wealth Management US, with extensive experience in investment analysis and asset management.
Professional Experience at CIBC Private Wealth Management
Scott Burg serves as the Senior Vice President and Senior Investment Analyst at CIBC Private Wealth Management US. In his role, he acts as a generalist across various asset classes such as domestic and international equities, fixed income, and liquid alternatives. He also serves as the primary relationship contact for external asset managers covering 49 unique mandates, which total over $12 billion. As part of his responsibilities, he participates in client and prospect meetings and calls, providing investment support for relationship managers across the country. Additionally, he is a member of the Multi-Manager Investment Committee.
Tenure at Eaton Vance
Before joining CIBC, Scott Burg worked at Eaton Vance in multiple roles. He started as a Portfolio Manager Assistant from 2000 to 2001, then transitioned to a Municipal Credit Analyst from 2002 to 2004. Following this, he became an Attribution Analyst from 2004 until 2007. All these roles were based in Boston, Massachusetts.
Educational Background at Hartwick College
Scott Burg attended Hartwick College, where he studied from 1993 to 1997. He earned a Bachelor of Arts degree. His educational background laid the foundation for his expertise in finance and investment.
Role in Multi-Manager Investment Committee
As a member of the Multi-Manager Investment Committee at CIBC Private Wealth Management, Scott Burg plays a critical role in overseeing and making strategic decisions regarding the firm's multi-manager investment strategies. This committee is responsible for evaluating asset managers and ensuring the alignment of investment strategies with client objectives.