Gregory Goates
Dallas 2121 N. Pearl St., Suite 1230 Dallas, TX 75201
Phone number:
214-743-8440
Toll-free:
866-517-3400
Gregory Goates
Client Analyst
Gregory Goates is a client analyst at CIBC Private Wealth. In this role, he works closely with senior relationship managers to provide analytical and investment performance reporting, as well as client portfolio and allocation analysis.
Prior to joining the firm, Gregory served as a portfolio management intern at Arvest Bank where he provided analytical support for the portfolio manager.
Gregory earned a Bachelor of Science degree in business administration and information systems from University of Arkansas.
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
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