Sean WhitneyCFA®, CFP®
Senior Vice President•Senior Relationship Manager
Sean WhitneyCFA®, CFP®
Senior Vice President•Senior Relationship Manager
Sean Whitney is a senior relationship manager at CIBC Private Wealth with over 10 years of industry experience. In this role, he is responsible for providing wealth management solutions to high net worth and institutional clients, including investment management, financial planning and estate planning services.
Prior to joining the firm, Sean served as a senior relationship manager at MainStreet Advisors, where he worked with high net worth and institutional clients and was a voting member of the firm’s Investment committee.
Sean earned a Bachelor of Science in business administration degree in finance from Marquette University as well as a Master of Business Administration degree from Northwestern University’s Kellogg School of Management. Sean holds the Chartered Financial Analyst (CFA®) certification and the Certified Financial Planner (CFP®) certification.
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.
