Jason Stoneman
Mid-Atlantic Region 1201 F Street NW, Suite 900 Washington, D.C. 20004
PHONE NUMBER:
202 783-4144
TOLL-FREE:
866-644-4144
FAX NUMBER:
202 737-5487
Jason L. Stoneman
, CFA
Managing Director
Jason Stoneman is a relationship manager in CIBC Private Wealth Management’s Washington, D.C., office, bringing 14 years of portfolio management experience to the firm. In this role, he provides comprehensive client service, asset allocation solutions, day-to-day portfolio management, investment implementation, performance analysis and reporting.
Prior to joining the firm, Jason was a director of investment strategies at HighTowerAdvisors, leading a team overseeing $1.2 billion in institutional and private client assets.
Previously, he was a financial analyst with Merrill Lynch Private Banking and Investment Group. In addition, Jason served as an infantry officer in the U.S. Army for six years prior to beginning his career in financial services.
He is a graduate of the United States Military Academy and received a Master of Business Administration degree from Johns Hopkins University. He holds the Chartered Financial Analyst® certification.
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
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