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Senior Trust Advisor
John is a senior trust advisor at CIBC Private Wealth with 35 years of industry experience. In this role, he is responsible for working with relationship managers and their clients on their estate planning needs to take advantage of the unique benefits of Delaware Trusts. He handles the day-to-day administration and all aspects of trust administration for the CIBC Delaware Trust Company book of business. Prior to joining the firm, John served as a senior trust officer at Fidelity Personal Trust Company, a division of Fidelity Investments, located in Wilmington, DE, where he worked with registered investment advisors and their clients to establish and administer Delaware Trusts. Previously, he served as a client advisor for U.S. Trust Company and a trust officer at Mellon Private Asset Management. John graduated from Drexel University with a degree in business administration. He also attended National Trust School offered by the American Bankers Association from 2000 to 2003 and was a Certified Trust and Fiduciary Advisor (CTFA) from 2003 until 2017. John currently lives in Chester County, Pennsylvania with his wife, Vicki, and has 2 adult children, Justin and Samantha.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
