Paul Fortin is a senior relationship manager at CIBC Private Wealth, with 10 years of industry experience. In this role, he develops and implements wealth management solutions for high net worth families, foundations and endowments. Paul works closely with clients and their advisors to create and implement tailored wealth management solutions to meet his clients’ financial and estate-planning goals.

Prior to joining the firm, Paul served as a private wealth advisor at SVB Private (formerly Boston Private). Apart from his client responsibilities, he also was a part of the firm’s investment team and was responsible for research and selection of outside investment managers for the firm’s clients.

Paul earned a Bachelor of Science degree in psychology from Boston College and holds the Chartered Alternative Investment Analyst (CAIA) certification.