John SwitchenkoCFP®, CTFA®
Senior Vice President•Relationship Manager
John SwitchenkoCFP®, CTFA®
Senior Vice President•Relationship Manager
John Switchenko is a relationship manager in CIBC Private Wealth’s Boston office, with more than 15 years of industry experience. John works closely with clients to provide comprehensive portfolio management, estate planning coordination, custom reporting, and high levels of service to high net worth individuals.
Prior to joining the firm in 2012, John was with Brown Brothers Harriman & Co., having worked with the international corporate actions team and later as a senior client account manager serving institutional clients.
John earned a Bachelor of Arts degree from Union College in New York. He is a member of the Deerfield Academy Club of New England and other Union College Alumni groups, having served on various fundraising and alumni committees through the years. John is also a board member for The Good Shepherd School in Charlestown, Massachusetts where he resides with his family. He holds the Certified Trust and Financial Advisor (CTFA) and the CERTIFIED FINANCIAL PLANNER™ designations.
Disclosures
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® , in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Certified Trust and Fiduciary Advisor, awarded by the American Bankers Association
