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CIBC Private Wealth
W. Brent Currier

W. Brent CurrierCEPA®

Managing Director•Senior Relationship Manager & Head of Dallas office

Dallas Office
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Brent Currier is a managing director and head of CIBC Private Wealth’s Dallas office with over 10 years of industry experience. He joined the firm as a business development officer in October 2017, and will continue his business development activities while focusing on strategically growing and deepening important strategic partners to help CIBC Private Wealth increase scale in the growing Texas market.

Prior to joining the firm, Brent was a financial advisor with AB Bernstein, where he worked closely with clients to develop and execute highly customized investment, wealth transfer, tax planning and philanthropic strategies.

Previously, Brent held executive sales and marketing positions with Procter & Gamble, Polaroid and other publicly and privately owned businesses. He leverages his years of experience in corporate finance, business transactions, and executive compensation to help clients successfully navigate business transitions and liquidity events.

Brent earned a Bachelor of Science in Business Administration degree in finance from the University of Florida. He has recently served on the My Possibilities advisory board and has volunteered with numerous community organizations throughout North Texas. He also holds the Certified Exit Planning Advisor (CEPA) designation.

Disclosures

Certified Exit Planning Advisor (CEPA®) and CEPA® are registered trademarks owned by the Exit Planning Institute (EPI). The CEPA designation is awarded to professionals who complete a rigorous executive-level education program, study the Value Acceleration Methodology™, and pass a comprehensive examination.

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