Charles Orozco

Managing Director

Charles Orozco is a private banking advisor at CIBC Private Wealth with 15 years of industry experience. In this role, he is responsible for advising high-net-worth individuals, families, and institutions on comprehensive wealth strategies, including deposit solutions, custom lending, investment management, and integrated financial planning across the bank’s footprint. He is primarily based out of Palm Beach, Florida.

Prior to joining the firm, Charles served as an executive director and relationship manager at J.P. Morgan Private Client, where he specialized in delivering holistic financial solutions tailored to the needs of affluent clients. Previously, he served as a managing director at First Republic Bank, where he led a high-performing team, managed a book of ultra-high-net-worth relationships, and drove strategic client acquisition initiatives.

Charles earned a Bachelor’s degree in economics from the University of Florida and a Master of Business Administration from Rollins College. He is currently pursuing the Chartered Financial Analyst® (CFA®) designation. Charles also holds a Florida Real Estate License and a Community Association Manager (CAM) License, which complement his understanding of real estate and property management needs for high-net-worth individuals and investment entities.