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Senior Relationship Manager
Kelly Goalby is a senior relationship manager for CIBC Private Wealth with more than 30 years of industry experience assisting individuals, families, foundations and endowments to define their financial and investment goals and implement strategies to reach them. Prior to joining CIBC Private Wealth in 2017, Kelly began his career in 1990-1992 at Morgan Keegan, 1992-2001 at William Blair & Company, 2001-2003 at Deutsche Bank Alex Brown and was a founding member of Geneva Advisors when the firm opened in 2003 until it was acquired by CIBC in 2017. Kelly graduated from the University of Mississippi with a bachelor’s degree in business and finance. He is a board member of the Western Golf Association, the Evans Scholars Foundation, and the Boys and Girls Clubs of Southeast Georgia.
