Mark Timothy Kane

Employer firm

Cibc Private Wealth Advisors, Inc. CRD 109644

$67.8B regulatory AUM 2,160 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → 10/2017
  Atlantic Trust Company, N.A.
  Boston, MA
• 11/2017 → Present
  Cibc National Trust Company
  Boston, MA

Previous Registrations

• 2011-08-24 → 2014-12-19
  Alliancebernstein L.P.
  Boston, MA

Other Businesses

the name of the other business; American Heart Association whether the business is investment-related; no the address of the other business; 7272 Greenville Ave, Dallas, TX 75231 the nature of the other business; Non-Profit your position; Board member title, or relationship with the other business; Board member the start date of your relationship; July 1 2025 the approximate number of hours/month you devote to the other business; 2-3 hours per month the number of hours you devote to the other business during securities trading hours; almost none and briefly describe your duties relating to the other business; Responsible for developing strategic initiatives, promoting cross-state collaboration, and interfacing with major partners such as the NFL, among others. No compensation for this role.

Exams

• S66 Uniform Combined State Law Examination
  2011-08-22

Designations

• Certified Financial Planner

Other Names

• Mark Kane