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Relationship Manager
Bill Channon is a relationship manager for CIBC Private Wealth, with more than 30 years of industry experience. In this role he works with high net worth individuals, corporations and institutions to structure and manage investment portfolios designed to help them attain their financial goals. Prior to joining the firm, Bill worked for JPMorgan Chase’s wealth management division as a portfolio manager advising high net worth clients. Previously, he held various positions in the auditing and accounting departments at formerly Gary Wheaton Bank (now part of JPMorgan Chase). Bill received a Bachelor of Arts degree in finance from the University of Iowa and a Master of Business Administration in entrepreneurship from DePaul University. He also holds the CERTIFIED FINANCIAL PLANNER™ certification.
The Certified Financial Planner Board of Standards, Inc., owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
