John W. Winslow

, CFA®

Managing Director

John Winslow is the director of insurance platform alliances driving the expansion of our business with these channel partners. He is also a senior relationship manager representing CIBC Private Wealth in the Dallas and Austin markets. He has more than 30 years of industry experience working closely with families, individuals, and institutions to provide comprehensive investment and wealth strategy solutions to meet their specific needs.​

Prior to joining the firm, John was a senior director for BNY Mellon Wealth Management, where he established BNY’s wealth presence in Texas and led the bank’s portfolio management team there.​

John earned his Bachelor of Business Administration degree, cum laude, from Texas Tech University and holds the Chartered Financial Analyst® designation.​

He is an active member and former board member of the CFA Society of Dallas/Ft. Worth and is also involved with numerous Dallas-based community organizations, including Community Partners of Dallas, the Dallas Children’s Theater, the Boy Scouts of America and The Storehouse of Collin County.