Jack B. Caldwell

, CFP®

Head of West Region for Business Development

Jack Caldwell has more than 30 years of investment, estate, retirement and financial planning experience. Since joining the firm in 2004, he has led initiatives to develop new client and intermediary relationships for the San Francisco office.  He is a trusted advisor to high-net-worth clients and families, providing innovative solutions to their complex needs and simplifying their life.

He serves in the capacity of western regional growth officer where he is leading a team of high-performing business development officers to further identify strategic opportunities for growth, that broaden relationships with individuals, families, foundations and endowments.

Prior to CIBC, Jack was responsible for client relationship management; focusing on affluent individuals, families and foundations with Mellon Private Wealth Management.  His early career with Scudder Investments and American Express Financial Advisors focused on institutional investment sales and financial planning .

He earned a Bachelor of Science in management from the University of Southern New Hampshire and a Master of Business Administration in Finance from Golden Gate University. He is a CERTIFIED FINANCIAL PLANNER™ professional and previously served on the Board of Directors for the San Francisco Estate Planning Council.