Daniel Jo is an income tax strategist at CIBC Private Wealth with over 15 years of industry experience. In this role, he works closely with senior relationship managers, business development officers and clients to develop comprehensive income tax strategies as part of the firm’s integrated wealth management process.

Prior to joining the firm, Daniel was tax director at Catalyst Family Office, LLC, where he led a full-service tax team providing a holistic suite of tax consulting, tax compliance and family office services for ultra-high-net-worth individuals and their families. Previously, he was a senior manager at PwC in the Private Company Services, Personal Financial Services specialty group, where he was responsible for tax compliance across a broad array of high-net-worth individuals, trusts, private corporations and closely-held partnerships.

Daniel earned a Bachelor of Science in Business Administration with a concentration in accounting from California State University, Fresno. He is also a federally-licensed Enrolled Agent (EA) with authorization to engage in tax planning, tax compliance, and taxpayer representation before the IRS.