Joseph BeauchaineCAIA®, CFP®
Managing Director•Senior Relationship Manager
Joseph BeauchaineCAIA®, CFP®
Managing Director•Senior Relationship Manager
Joe Beauchaine is a senior relationship manager in CIBC Private Wealth’s Boston office, with 20 years of industry experience. In this role, he works closely with senior relationship managers to provide comprehensive client service, asset allocation solutions, day-to-day portfolio management, investment implementation, performance analysis and reporting.
Prior to joining the firm in 2004, he worked as an associate at State Street Wealth Management Services. In this position, he worked exclusively in the mutual fund division and serviced institutional clients. Joe began his career in the financial services field at Investors Bank & Trust in 2000, where he was an associate in the mutual fund accounting division for Commonfund.
He is an active member of the Financial Planning Association of Massachusetts, Boston Economic Club, and the Boston Estate Planning Council. Joe earned a Bachelor of Arts in political science and management from Assumption University and holds the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Alternative Investment Analyst designation. In 2018, he was honored with CIBC’s Best Mentor/Role Model Achievers Award. Joe is also a 2024 graduate of the G2 Leadership Institute.
Disclosures
The CAIA® and Chartered Alternative Investment Analyst℠ are service marks owned by the CAIA Association®.
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.
