Employee John O'Neil
John O’Neil is the head of private wealth for CIBC Private Wealth Management’s Wisconsin office, with more than 25 years of industry experience. In this role, he directs a team of wealth management professionals and advises a select group of clients on holistic wealth management strategies.
Prior to joining the firm, John worked at U.S. Bank as a wealth management advisor, assisting families with estate and financial planning and advising on family dynamics. Previously, he was co-founder of Merit Financial Services LLC, a boutique mortgage company serving high net worth clients, in which he helped grow the company to over $100 million in new mortgage loan originations. Earlier he served in various roles at for M&I Bank (now part of BMO Harris Bank).
John received a Bachelor of Arts degree in history from the University of Wisconsin-Milwaukee.
Additionally, he is the founder of The 82 Project Foundation, a nonprofit organization.
Representing CIBC Bank USA.
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