David Wong, FRM, CFA
Managing Director, Portfolio Solutions, Manager Research, and Investment Oversight
CIBC Asset Management
David leads an investment team responsible for researching, recommending and monitoring asset allocation and manager selection for CIBC Asset Management’s managed solutions programs. His team also holds responsibilities for trading execution, beta management, and the efficient implementation of investment strategies. In addition, as a member of the CIBC Family Office’s Leadership Team, David provides institutional asset allocation advice to ultra-high net worth individuals and families
David joined CIBC Asset Management in July 2011, and served as Managing Director, Investment Management Research (IMR) until June 2021. David has 24 years of industry experience in New York and Toronto. Before joining CIBC Asset Management, David was Senior Research Analyst for Russell Investments, covering a broad spectrum of fixed income strategies on behalf of institutional and retail clients.
David holds an Honours Bachelor of Commerce degree from McMaster University. He is a CFA® charterholder and also holds the Financial Risk Manager (FRM) designation from the Global Association of Risk Professionals.