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Relationship Manager
Dan Brady is a relationship manager for CIBC Private Wealth in Boston with over 10 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 in 2020, Dan was a vice president of sales at Trendrating SA, where he assisted investment professionals design and implement factor-based equity models. Previously, he began his career at MFS Investment Management as a client portfolio analyst.
Dan earned a Bachelor of Science in finance from Bentley University and holds the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ certifications. He is also a member of the Boston Chamber of Commerce, the CFA Society of Boston and the UNICEF NextGen chapter in Boston.
Representing CIBC Private Wealth Group, LLC and its subsidiaries
The CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
