M. Shawn LeistCFP®
Managing Director•Relationship Manager
Shawn Leist is a relationship manager for CIBC Private Wealth with over 10 years of experience helping high net worth families achieve their wealth management goals.
Prior to joining Geneva Advisors, which became part of CIBC in 2017, Shawn was a financial advisor in the Chicago Wealth Management Group at Morgan Stanley. Previously, Shawn practiced law in Chicago for over eight years, specializing in the areas of finance and estate planning. During his legal career, Shawn counseled high net worth individuals, families, and family-owned businesses in the areas of wealth preservation and transfer, business succession planning, family investment vehicles and charitable giving.
Shawn received a Bachelor of Journalism degree from the University of Missouri-Columbia and his Juris Doctor degree from the Washington University School of Law in St. Louis.
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.
