Consumer and commercial banking products and services are offered through CIBC Bank USA. Member FDIC and Equal Housing Lender. All loans are subject to credit approval. Trust services and investment products are offered by CIBC Private Wealth Management. CIBC Private Wealth Management includes CIBC National Trust Company, CIBC Delaware Trust Company and CIBC Private Wealth Advisors, Inc. (a registered investment adviser) all of which are wholly owned subsidiaries of CIBC Private Wealth Group, LLC — and the private banking division of CIBC Bank USA. Trust services and investment products are not FDIC insured, not deposits or obligations of, or guaranteed by, CIBC Bank USA or CIBC National Trust Company, and are subject to investment risk, including loss of principal.
Commercial real estate products and services offered by CIBC Bank USA and CIBC Inc.
CIBC Capital Markets is a trademark brand name under which CIBC and some of its subsidiaries, including CIBC World Markets Inc., CIBC World Markets Corp. and CIBC Bank USA, provide different products and services. Capital Markets products are not FDIC insured; not deposits or obligations of, or guaranteed by, CIBC Bank USA; and are subject to investment risk, including loss of principal.
This website is not intended for use by residents of the European Union (EU).
The CIBC Logo is a registered trademark of CIBC, used under license.
©2026 CIBC Bank USA.
Relationship Manager
Dan Brady is a relationship manager in CIBC Private Wealth’s Boston office, with 10 years of experience in the investment management industry. In this role, he works closely with families to design throughtful investment solutions that integrate philanthropic, estate, and tax planning objectives . Dan began his career at MFS Investment Management, where he was a client portfolio analyst. 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. 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 UNICEF NextGen chapter in Boston, and the CFA Society of Boston.
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.
