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New York, NY 10036
Senior Relationship Manager
John Hoag is a senior relationship manager and portfolio manager for CIBC Private Wealth Management in New York with 14 years of industry experience. In this role, he provides comprehensive customized portfolio and wealth management solutions to high net worth individuals, families, foundations and endowments.
Prior to joining the firm in 2019, he was a relationship manager and portfolio manager with the Glenmede Trust Company. John worked closely with high net worth individuals, families and foundations to craft investment and wealth management solutions tailored to suit the unique needs of each relationship. In addition to his role as trusted adviser to his clients, John managed a successful regional large cap core equity model for clients of Glenmede.
John also worked for U.S. Trust Company as a relationship manager and portfolio manager. While at U.S. Trust John worked closely with high net worth individuals and families to build investment and planning solutions that would help them achieve their goals.
John earned Bachelor of Arts degree in political science, with a focus on emerging democracies, from the University of Colorado and a Master of Business Administration from the New York University Stern School of Business with a specialization in finance and global business.
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