Consumer and commercial banking products and services are offered through CIBC Bank USA. Member FDIC and Equal Housing Lender. All loans are subject to credit approval. Trust services and investment products are offered by CIBC Private Wealth Management. CIBC Private Wealth Management includes CIBC National Trust Company, CIBC Delaware Trust Company and CIBC Private Wealth Advisors, Inc. (a registered investment adviser) all of which are wholly owned subsidiaries of CIBC Private Wealth Group, LLC — and the private banking division of CIBC Bank USA. Trust services and investment products are not FDIC insured, not deposits or obligations of, or guaranteed by, CIBC Bank USA or CIBC National Trust Company, and are subject to investment risk, including loss of principal.
Commercial real estate products and services offered by CIBC Bank USA and CIBC Inc.
CIBC Capital Markets is a trademark brand name under which CIBC and some of its subsidiaries, including CIBC World Markets Inc., CIBC World Markets Corp. and CIBC Bank USA, provide different products and services. Capital Markets products are not FDIC insured; not deposits or obligations of, or guaranteed by, CIBC Bank USA; and are subject to investment risk, including loss of principal.
This website is not intended for use by residents of the European Union (EU).
The CIBC Logo is a registered trademark of CIBC, used under license.
©2026 CIBC Bank USA.
Senior Relationship Manager & Head of San Francisco office
Senior Relationship Manager & Head of San Francisco office
John is a senior relationship manager and Head of CIBC Private Wealth’s San Francisco office, with more than 15 years of investment industry experience. In this role, he is responsible for leading the San Francisco office’s client service team along with providing investment counseling services to a broad base of high net worth clients through the implementation of tailored investment solutions.
Prior to joining the firm, John worked as a wealth advisor and chief compliance officer at Embarcadero Financial Group. In this role, he advised private clients and businesses on customized investment management and comprehensive financial planning. He also acted as a co-portfolio counselor on the firm’s investment committee.
Previously, John served as a financial advisor at Morgan Stanley Smith Barney, formerly known as Citi Smith Barney. In this capacity, John used prior experience to deliver “Personal CFO” process for advanced planning & investment consulting. Recruited to their Top Producing Team in Palo Alto, John managed implementation of the Palo Alto Group Corporate Services team’s contract with a Fortune 100 client that offered financial planning to their top 1,500 executives.
John earned a Bachelor of Science in foreign service at Georgetown University’s Walsh School of Foreign Service. John also earned an Masters of Business Administration from University of California’s Haas School of Business.
