Consumer and commercial banking products and services are offered through CIBC Bank USA. Member FDIC and Equal Housing Lender. All loans are subject to credit approval. Trust services and investment products are offered by CIBC Private Wealth Management. CIBC Private Wealth Management includes CIBC National Trust Company, CIBC Delaware Trust Company and CIBC Private Wealth Advisors, Inc. (a registered investment adviser) all of which are wholly owned subsidiaries of CIBC Private Wealth Group, LLC — and the private banking division of CIBC Bank USA. Trust services and investment products are not FDIC insured, not deposits or obligations of, or guaranteed by, CIBC Bank USA or CIBC National Trust Company, and are subject to investment risk, including loss of principal.
Commercial real estate products and services offered by CIBC Bank USA and CIBC Inc.
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Private Banker
Phil is a private banker at CIBC Private Wealth with over 20 years of industry experience. In this role, he works with high net worth individuals and families on a wide range of banking matters, including complex credit and cash solutions, while focused on financial planning and best practices to preserve, manage, and transfer wealth for current and future generations. Prior to joining the firm, Phil served as a vice president/sr. private banker at BMO Harris, where he worked with high net worth individuals implementing comprehensive solutions to their wealth needs. As a trusted advisor, he provided wealth strategies and best practices to preserve, manage and transfer wealth for current and future generations. Phil earned Bachelor of Arts degrees in business and Spanish from Wheaton College.
Representing CIBC Bank USA.
