Josh Davis is a business development officer representing CIBC Private Wealth based in New York. In this role, he advances new relationships with clients in sports and entertainment. As part of his role with the business development team, Josh coordinates with clients’ attorneys, accountants, and advisors to guide them in estate planning, tax planning, philanthropic activities, and to provide knowledge, partnership and insight as they navigate life insurance programs, business succession planning and fiduciary administration work.

Previously, Josh was in the wine and spirit sales industry for over 10 years as a senior sales director, where he was responsible for collaborating with brand suppliers, wholesalers, and service outlets to ensure consistency in sales and investment plans.

Josh earned a Bachelor of Arts in psychology and a minor in religious studies from the University of North Carolina and a Master of Business in finance from City University of New York.