Kevin Hauri is a senior relationship manager in CIBC Private Wealth’s Newport Beach office, with over 15 years of industry experience. In this role, he provides comprehensive wealth management solutions designed to help successful individuals, high net worth families and organizations achieve their financial and philanthropic goals.

Prior to joining the firm, Kevin served as a portfolio manager at City National Rochdale, where he managed customized investment portfolios for successful individuals, universities and not-for-profit organizations. He was also responsible for maintaining the firm’s proprietary equity models and trading/compliance functions for its flagship mutual funds. Kevin began his career in the investment industry as a senior shareholder account representative at Capital Group Companies/American Funds.

Kevin earned a Bachelor of Arts degree in psychology from the University of California, Irvine. He also earned a Master of Business Administration from the University of Southern California. Kevin holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Orange County, the CFA Society of Los Angeles and the CFA Institute. He is a graduate of the Riordan Volunteer Leadership Development Program.