Scott NewhallCFA®, CFP®
Managing Director•Senior Relationship Manager
Scott NewhallCFA®, CFP®
Managing Director•Senior Relationship Manager
Scott Newhall is a senior relationship manager at CIBC Private Wealth, with more than 30 years of industry experience. Scott works with high net worth individuals and non-profit organizations managing investment portfolios of individual stock and bonds. Scott works with clients to provide wealth management solutions to develop investment strategies and customized portfolios based on a thorough understanding of their risk profile, tax efficiency, income needs, estate planning and charitable intent.
Prior to joining CIBC Private Wealth, Scott was a senior portfolio manager Corient where he helped clients with their financial planning and investment needs by understanding their personal goals and objectives, and risk tolerance.
Scott holds a Bachelor of Arts degree in mathematical economics from Pomona College. Scott is a Chartered Financial Analyst and a Certified Financial Planner. Scott currently sits on the Finance Committee at Sacred Heart School in Chicago.
Disclosures
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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.
