New York, New York

1177 Avenue of the Americas, 42nd Floor
New York, NY 10036

PHONE NUMBER: 212.259.3800
TOLL-FREE: 800.773.3469
FAX NUMBER: 212.259.3888

Bruce D. Katz, CFP®
Managing Director and Director of Strategic Alliances

Bruce Katz is the director of strategic alliances for CIBC Private Wealth Management, with more than 30 years of industry experience.

In this role, he works to strengthen existing relationships and identifies and develops new opportunities for business alliances with external partners for 14 CIBC Private Wealth Management offices. Bruce is also a managing director responsible for numerous client relationships throughout the firm. He works with individuals, endowments, institutions and intermediaries. Additionally, Bruce is a member of the CIBC Private Wealth Management U.S. Operating Committee.

Prior to joining the firm in 2001, Bruce served as a first vice president for Avatar Associates and as director of the Capital Management Group, a division dedicated to high net worth individuals, institutions and their financial professionals. He was also a member of Avatar's investment committee.

Previously, Bruce served as a vice president with Mitchell Hutchins Asset Management Inc., and started his professional career with Ernst & Young.

He earned a Bachelor of Science in accounting and finance from the State University of New York at Binghamton and holds the CERTIFIED FINANCIAL PLANNER™ certification. Bruce serves on the boards of and volunteers with several charitable organizations.

 
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.