Tony Khalilov is a relationship manager at CIBC Private Wealth with 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. Tony also works with the firm’s leadership and US strategy team to identify and evaluate acquisition targets that are aligned with the firm’s strategic objectives.

Prior to joining the firm, Tony served as an advisor on M&A and capital markets transactions. Previously, he served as an associate portfolio manager at U.S. Trust, where he was responsible for managing assets for high-net-worth families.

Tony earned a Bachelor of Science degree in finance and accounting from Boston University and an MBA from Cornell University. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute.