Daniel BradyCFA®, CFP®
Senior Vice President•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.
Disclosures
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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.
