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Senior Relationship Manager
Clark Jorgensen is a senior relationship manager for CIBC Private Wealth in San Francisco with over 25 years of industry experience. In this role, he serves as a trusted advisor, delivering personalized investment and wealth management solutions to high-net-worth individuals, families and foundations that integrate their financial, estate, tax and philanthropic objectives. Prior to joining the firm, Clark was a senior director of portfolio management at BMO Family Office, where he led an investment team serving Family Office and ultra-high-net-worth clients. Previously, he spent 11 years as lead senior portfolio strategist for the key client group at Bank of the West, managing the portfolio strategist team and servicing Family Office and ultra-high-net worth clients with over $25 million in liquid net worth. Clark earned a Bachelor of Arts in biology from University of California, Berkeley and holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst℠ designations.
The CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. The CAIA® and Chartered Alternative Investment Analyst℠ are service marks owned by the CAIA Association®.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
