Jason Kiss
Jason Kiss
, CFA, CFP®, CAIA®
Managing Director
Jason is a senior relationship manager at CIBC Private Wealth with over 30 years of industry experience. In this role, he helps high-net-worth individuals and families build financial plans that allow them to navigate the investment and tax environments with confidence.
Prior to joining the firm, Jason was a partner in the San Francisco office of Aspiriant, a financial planning firm where he worked with many HNW families. He has previously worked at firms in Cincinnati and in Toronto, Canada, building a strong background in many different investment types.
Jason earned a Bachelor of Arts degree in English language and literature from the University of Western Ontario and a Masters of Business Administration from Clemson University. Jason holds the designations of Chartered Financial Analyst® (CFA), Certified Financial Planner (CFP®) and Chartered Alternative Investment Analyst (CAIA®).
The Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
The CAIA® and Chartered Alternative Investment AnalystSM are service marks owned by the CAIA Association®.
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