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Senior Relationship Manager
Halsey Schreier is a senior relationship manager for CIBC Private Wealth with more than 15 years of industry experience. In this role, he is responsible for providing comprehensive portfolio and wealth management services for high net worth individuals and families. Previously, Halsey was head of CIBC Private Wealth’s Delaware office and a senior wealth strategist primarily focused on serving clients in CIBC’s east region.
Prior to joining the firm, Halsey served as an associate with Smith Moore Leatherwood LLP, where he focused his practice on estate and tax planning for high net worth individuals, trust and estate administration, business succession planning, and corporate law. Previously, Halsey was an associate for Clawson and Staubes LLC, in Charleston, South Carolina.
He earned a Bachelor of Science degree in business administration from the University of South Carolina, a Juris Doctor degree from the University of South Carolina School of Law, and a Master of Laws (LL.M.) in taxation from the New York University School of Law.
He is admitted to the South Carolina, North Carolina and New York bars. Additionally, Halsey served as a member of the South Carolina Bar Probate, Estate Planning and Trust Section Council and has co-authored articles for the South Carolina Lawyer.
