Bruce D. Katz

, CFP®

Chief Growth Officer & Executive Director of Strategic Alliances

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

In this role, he leads the firm’s business development team, setting strategies and practices that broaden relationships with individual families, foundations, endowments, institutions, and intermediaries. Additionally, Bruce works to strengthen existing relationships and identifies and develops new opportunities for business alliances with external partners for all CIBC Private Wealth Management offices. In addition to leading both local and national business development initiatives, Bruce remains actively involved with client relationships throughout the firm. Bruce is a member of the CIBC Private Wealth Management US Operating Committee and frequently shares economic and financial insights in his column.

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 served on the boards of and volunteers with several charitable organizations.