Chicago, Illinois

120 S. LaSalle Street
Chicago, IL 60603

PHONE NUMBER: 312.564.2000
TOLL-FREE: 877.448.6500

Bradley A. Rist, AIF®
Managing Director

Brad Rist is a Retirement Plan Services Specialist serving as an Investment Advisor in the Corporate Retirement Services group of CIBC Bank USA, with more than 20 years of financial industry experience. As a national practice, the Corporate Retirement Services team works closely with CIBC commercial bankers and advisors throughout the country to bring expertise and co-fiduciary services to clients’ retirement plans. As an investment advisor and consultant, Brad works with plan sponsors to help them offer their employees a strong retirement program.

Prior to joining CIBC, Brad was a regional sales director for Lincoln Financial Group working with 401(k), cash balance and 403(b) ERISA plans. Previously, he was a vice president for Keeley Asset Management covering the Northwest region of the United States and a consultant for SIP America serving the Western US region.

Brad spent several years volunteering for Off the Street Club, Chicago’s oldest boys and girls club serving more than 3,000 kids seeking to provide safety, fun and mentorship.  

Brad received a Bachelor of Arts degree in communications from the University of Iowa. He holds the Accredited Investment Fiduciary® designation.

 
Representing CIBC Bank USA.