Corbin DonaldsonCFP®, CPWA®
Vice President•Relationship Manager
Corbin DonaldsonCFP®, CPWA®
Vice President•Relationship Manager
Corbin Donaldson is a relationship manager for CIBC Private Wealth in Birmingham, MI with over 15 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, Corbin was a senior wealth management advisor at Greenleaf Trust, where he specialized in the development of comprehensive wealth management plans, the execution of goal-based planning strategies and management of client investment portfolios.
Corbin earned a Master of Business Administration in finance from Davenport University and a Bachelor of Science in Business Administration from Cornerstone University. He also holds the CERTIFIED FINANCIAL PLANNER™ certification and is a Certified Private Wealth Advisor (CPWA®) professional and Chartered Life Underwriter (CLU®).
Disclosures
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® , in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Investment and Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®” and “Certified Private Wealth Advisor®. Use of CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
