Ken McClintockCEPA®, CRC®, CRPC®
Vice President•Business Development Officer
Ken McClintockCEPA®, CRC®, CRPC®
Vice President•Business Development Officer
Ken McClintock is a business development officer for CIBC Private Wealth in Houston with over 30 years of industry experience. In this role, he fosters new and existing relationships with high-net-worth clients, family offices, foundations, endowments and key intermediaries. Throughout his career, Ken has built a strong reputation as a results driven leader who uses a consultative approach to provide tailored solutions.
Prior to joining CIBC, Ken served as a regional vice president at Touchstone Investments, where he delivered mutual fund, ETF and Separately Managed Account solutions to clients throughout South Texas and Louisiana.
Ken earned a Bachelor of Business Administration in finance from Texas A&M University and holds the Certified Exit Planning Advisor (CEPA®), Chartered Retirement Planning Counselor (CRPC®) and Certified Retirement Counselor (CRC®) certifications. Additionally, Ken serves on the board of directors for The Houston Livestock Show and Rodeo™.
Disclosures
Certified Exit Planning Advisor (CEPA®) and CEPA® are registered trademarks owned by the Exit Planning Institute (EPI). The CEPA designation is awarded to professionals who complete a rigorous executive-level education program, study the Value Acceleration Methodology™, and pass a comprehensive examination.
A Certified Retirement Counselor (CRC®) is a specialized financial credential awarded by the International Foundation for Retirement Education (InFRE)
Chartered Retirement Planning CounselorSM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
