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100 Federal Street, 37th Floor
Boston, MA 02110
Daniel Brady, CFA
Dan Brady is an associate relationship manager in CIBC Private Wealth’s Boston office, with 6 years of industry experience. In this role, he works closely with senior relationship managers to provide comprehensive client service, portfolio management, and custom reporting of accounts for high net worth individuals, families and foundations.
Prior to joining the firm, Dan was the vice president of sales at Trendrating SA, where he assisted investment professionals design and implement factor-based equity models.
Dan earned a Bachelor of Science in finance from Bentley University and holds the Chartered Financial Analyst® designation. He is also a member of the CFA Society of Boston.
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