Joseph KoehlerCFP®
Vice President•Business Development Officer
Joseph Koehler is a seasoned business development officer for CIBC Private Wealth in Denver. He has a passion for building lasting client relationships and a distinguished career specializing in financial planning, estate planning and wealth management for high-net-worth individuals. With over 10 years of experience, Joe has built a reputation as a results-driven leader, leveraging his consultative approach to deliver tailored solutions for high-net-worth clients, Family Offices, foundations and endowments.
Prior to joining CIBC, Joe served as senior manager and wealth manager, where he advised Family Offices and Private Equity funds on their operational needs and technology enhancements. Previous roles were with nationally recognized RIA’s, Franklin Square Capital Partners and JPMorgan Investments, which further honed Joe’s skills in territory management, investment strategies and client engagement.
Joe earned a Bachelor of Business Administration in personal financial planning from Western Michigan University. He also holds the CERTIFIED FINANCIAL PLANNER™ certification.
Outside of work, Joe enjoys triathlons, skiing and various fitness ventures.
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.
