Dante R. Chesley

Senior Associate

Dante is a senior client service associate at CIBC Private Wealth with 10 years of industry experience. In this role, he is responsible for providing operational and administrative support to relationship managers. He also acts as a contact for client issues and ensuring high level customer service.

Prior to joining the firm, Dante served as a client service associate at Morgan Stanley, where he supported three financial advisors, while also working with another client service associate to aid numerous clients with their financial needs.

Previously, he served as a client service investigator with Convera, working mainly in a back-office role. He often worked with representatives from other financial institutions to resolve problems, ensuring fair and good-quality outcomes for clients.