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CIBC Private Wealth

Nicholas OstezanCAIA®

Senior Vice President•Family Office Executive

New York Office
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Nick Ostezan is a family office executive for CIBC Private Wealth with over 10 years of industry experience. In this role, he is responsible for managing the delivery of consolidated reporting and document management solutions to ultra-high-net-worth client relationships and their family offices.

Prior to joining the firm, Nick served as a manager at Gen II Fund Services, where he provided fund administration reporting for private equity clients. Previously, he served as a vice president at Bank of America Private Bank, where he delivered consolidated and performance reporting for some of the largest clients at the bank.

Nick earned a Bachelor of Business Administration degree from the University of Michigan. He also holds the Chartered Alternative Investment Analyst℠ designation.

Disclosures

The CAIA® and Chartered Alternative Investment Analyst℠ are service marks owned by the CAIA Association®.

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