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Relationship Manager
Rogelio Duran is a relationship manager in CIBC Private Wealth’s Southeast Florida office with over 15 years of industry experience. In this role, he serves as a trusted advisor, delivering personalized investment and wealth management solutions to high-net-worth individuals, families and foundations that integrate their financial, estate, tax and philanthropic objectives. Prior to joining the firm, Rogelio was a senior portfolio analyst at BNY Mellon, where he was responsible for managing assets for wealthy families and foundations, managing client expectations, onboarding clients, developing investments and leading portfolio review meetings. He earned a Bachelor of Arts degree in management from Emmanuel College and a dual Master’s degree in Business Administration (MBA) and Finance (MSF) from Boston College Carroll School of Management. Additionally, Rogelio is a former president of the Chicago chapter of the Association of Latino Professionals for America (ALPFA) and is an active member of the East Coast Estate Planning Council of Palm Beach County. Rogelio also holds the CERTIFIED FINANCIAL PLANNER™ certification.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
