Mark KaneCEPA®, CFP®
Managing Director•Business Development Officer
Mark KaneCEPA®, CFP®
Managing Director•Business Development Officer
Mark Kane is a business development officer for CIBC Private Wealth with over 15 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. Additionally, he specializes in cross-border wealth planning as a dual U.S. and Canadian citizen.
Prior to joining the firm, Mark was a vice president at Bernstein Global Wealth Management, where he provided clients with guidance on various investment, wealth transfer, tax planning and philanthropic strategies.
Mark earned a Bachelor of Science in marketing from Providence College and a Master of Business Administration with a concentration in finance and entrepreneurship from Babson College. He also holds the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Exit Planning Advisor (CEPA) credential.
Mark’s philanthropic involvement includes serving on the Eastern Regional Board of the American Heart Association, Boston Children’s Hospital Corporate Advisory Council, the Shelter Harbor Conservation Society and Sisters at Heart, a non-profit co-founded by his wife. Previously, he was Board Chair for the American Heart Association in Boston.
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.
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.
