Joe Wittels is a relationship manager at CIBC Private Wealth, with over 15 years of industry experience. As a relationship manager, Joe is responsible for working with high net worth individuals, families and their respective advisors to develop comprehensive investment strategies and financial plans of various complexity designed to help clients meet their financial goals across different risk profiles.

Prior to joining the firm, Joe served as a senior portfolio manager and head of asset allocation and market strategy at Bank of the West, where he worked with high net worth families and institutions in addition to managing firmwide model investment portfolios. Previously, he served as an investment product specialist at JP Morgan.

Joe earned his Bachelor of Science in Business Administration degree in economics from the University of Denver, and holds the Chartered Financial Analyst (CFA)® designation. He is a member of the CFA society of Colorado.