Jason Stoneman is a senior relationship manager for CIBC Private Wealth with over 20 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.

Before rejoining CIBC, Jason founded Worthy Investments LLC, a private investment firm focused on serving veteran investors through direct real estate, private credit, and syndication opportunities. Previously, he was a portfolio manager and relationship manager at CIBC Private Wealth for over a decade, and earlier in his career, he oversaw client portfolios at Bank of America/Merrill Lynch and HighTower Advisors. Prior to entering financial services, Jason served as an Infantry Officer in the United States Army.

Jason holds a Bachelor of Science in economics from the United States Military Academy and a Master of Business Administration from Johns Hopkins University. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Washington, DC.