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Senior Client Analyst
Toby is a senior client analyst at CIBC Private Wealth in the Chicago office with over five years of industry experience. In this role, he works alongside relationship managers and their teams to implement investment decisions and asset allocation changes. Included in his responsibilities are trading, custom portfolio reporting, compiling investment data for investment recommendations, strategic rebalancing and keeping up to date with capital markets. Prior to joining the firm, Toby served as a senior investment associate at Northern Trust, where he also assisted portfolio managers with servicing clients and gained experience with holistic wealth management practices. He carried that experience over to CIBC and officially joined in August 2024. Toby earned a Bachelor of Science degree in finance from the University of Missouri Trulaske College of Business.
