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Relationship Manager
Tony is a relationship manager at CIBC Private Wealth with 15 years of industry experience. In this role, he is responsible for providing comprehensive portfolio and wealth management to high net worth individuals, family offices, foundations and endowments. 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.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
