West Palm Beach, Florida

777 South Flagler Drive, Suite 800W
West Palm Beach, FL 33401

PHONE NUMBER: 561.515.6043
TOLL-FREE: 866.517.3400
FAX NUMBER: 561-515-6001

Jonathan K. Kadish, CFP®, ChFC®
Managing Director

Jonathan Kadish is a senior relationship manager with more than 33 years of industry experience. After working in the New York office for 15 years, he is now head of CIBC Private Wealth Management’s West Palm Beach office.

He provides a broad range of sophisticated wealth management services to high net worth clients throughout the country. Jonathan also serves on CIBC Private Wealth’s discretionary distribution and loan committee.

Prior to joining the firm in 2003, Jonathan served as a senior vice president and client account manager at Bessemer Trust Company, where he was responsible for advising clients on wealth, financial, tax, estate planning, investment and asset allocation strategies.

Jonathan earned a Bachelor of Arts in economics from Rutgers University with concentrations in finance and accounting. He is a graduate of the American Bankers Association Employee Benefits Trust and Graduate Trust School, and of the Cannon Personal Trust and Graduate Trust School.

He also completed the College for Financial Planning certification professional education program, and the American College course program for Chartered Financial Consultants. He has earned the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Accredited Wealth Management Advisor, Certified Trust and Financial Advisor, Certified Retirement Services Professional, and Certified IRA Service Professional certifications.

Additionally, Jonathan is a member of the Estate Planning Council of New York, the American Bankers Association, and the Financial Planning Association of New York.

 
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.