Rising Star Under 40
2026, Family Wealth Report, "Rising Star Under 40"
January 20, 2026. Rogelio Duran, CFP® was one of six candidates submitted for and the only recipient of this award.
Rogelio DuranCFP®
Managing Director•Relationship Manager
Rogelio DuranCFP®
Managing Director•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.
Awards and accolades
Disclosures
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.
