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John is a senior relationship manager and Head of CIBC Private Wealth's San Francisco office, with more than 15 years of investment industry experience. In this role, he is responsible for leading the San Francisco office's client service team along with providing investment counseling services to a broad base of high net worth clients through the implementation of tailored investment solutions.
Prior to joining the firm, John worked as a wealth advisor and chief compliance officer at Embarcadero Financial Group. In this role, he advised private clients and businesses on customized investment management and comprehensive financial planning. He also acted as a co-portfolio counselor on the firm's investment committee.
Previously, John served as a financial advisor at Morgan Stanley Smith Barney, formerly known as Citi Smith Barney. In this capacity, John used prior experience to deliver “Personal CFO” process for advanced planning & investment consulting. Recruited to their Top Producing Team in Palo Alto, John managed implementation of the Palo Alto Group Corporate Services team’s contract with a Fortune 100 client that offered financial planning to their top 1,500 executives.
John earned a Bachelor of Science in foreign service at Georgetown University's Walsh School of Foreign Service. John also earned an Masters of Business Administration from University of California's Haas School of Business. John is a member of the City of Oakland's Budget Advisory Commission.
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
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