Kate Bergin

Analyst-Equity at

CIBC Private Wealth Advisors, Inc.

Finance

Consumer Services

Profile

Ms. Kathryn L.
Bergin is a Senior Equity Analyst at CIBC Private Wealth Advisors, Inc. She has more than 25 years of industry experience.
Prior to joining Team Geneva Advisors, which became part of CIBC in 2017, Ms. Bergin was a Healthcare Analyst and a Member of the Northern Trust Mid-Cap Portfolio Team.
She began her investment career at Scudder Investments, where she held various positions for a 12-year time frame, as Equity Research Analyst.
She received a Bachelor of Arts degree in Economics from the University of Illinois at Urbana-Champaign and a Master of Business Administration degree from Loyola University Chicago.

Kate Bergin active positions

Companies	Position	Start
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	2016-12-31

All active positions of Kate Bergin

Former positions of Kate Bergin

Companies	Position	End
The Northern Trust Co. The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services	Corporate Officer/Principal	2006-12-30
Geneva Advisors LLC Geneva Advisors LLC Investment ManagersFinance Geneva Advisors utilizes a proprietary valuation model that they have developed over the years and that they combine with their own analysts and portfolio managers input to arrive at a basket of equities for each of their investment strategies. The valuation model closely tracks the financial performance of more than 10,000 companies. Geneva monitors each company using a detailed computer analysis of fundamentals, such as earning per share, cash flow, future earnings estimates, quarterly growth comparisons and return on invested capital. The firm's portfolio managers use the model to screen for fundamental changes in a company’s operations. The model examines company valuations relative to company fundamentals, comparable companies, historic levels, and overall market. Geneva's equity strategies include: All Cap Growth, Large Cap Growth, Mid Cap Growth, Small-Mid Cap Growth, Small Cap Opportunities, Equity Income, Emerging Markets Equity Composite, Emerging Markets Equity Composite-ADRs, Emerging Markets Equity Wrap Composite, Equity Income/Tax Easy Strategy, International Equity Income, International Growth, International Small Cap Equity Composite, MLPs, Natural Resources, Geneva Focused Growth & Income, and Global Equity Income. Their fixed income strategies include: Tax-Exempt Municipal Bond, Intermediate Bond, and Total Return Fixed Income.^	Analyst-Equity	-

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Linked companies

Private companies	5
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
Geneva Advisors LLC Geneva Advisors LLC Investment ManagersFinance Geneva Advisors utilizes a proprietary valuation model that they have developed over the years and that they combine with their own analysts and portfolio managers input to arrive at a basket of equities for each of their investment strategies. The valuation model closely tracks the financial performance of more than 10,000 companies. Geneva monitors each company using a detailed computer analysis of fundamentals, such as earning per share, cash flow, future earnings estimates, quarterly growth comparisons and return on invested capital. The firm's portfolio managers use the model to screen for fundamental changes in a company’s operations. The model examines company valuations relative to company fundamentals, comparable companies, historic levels, and overall market. Geneva's equity strategies include: All Cap Growth, Large Cap Growth, Mid Cap Growth, Small-Mid Cap Growth, Small Cap Opportunities, Equity Income, Emerging Markets Equity Composite, Emerging Markets Equity Composite-ADRs, Emerging Markets Equity Wrap Composite, Equity Income/Tax Easy Strategy, International Equity Income, International Growth, International Small Cap Equity Composite, MLPs, Natural Resources, Geneva Focused Growth & Income, and Global Equity Income. Their fixed income strategies include: Tax-Exempt Municipal Bond, Intermediate Bond, and Total Return Fixed Income.^	Finance
Loyola University of Chicago Loyola University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Illinois University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Northern Trust Co. The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services	Finance