Employee John Winslow

John Winslow

Dallas
2121 N. Pearl St., Suite 1230
Dallas, TX 75201

PHONE NUMBER: 214-743-8440
TOLL-FREE: 866-517-3400
FAX NUMBER:

This professional also serves clients in Austin

John W. Winslow

, CFA

Director of Insurance Platform Alliances

John Winslow is the director of insurance platform alliances, and also serves as a senior relationship manager representing CIBC Private Wealth in the Dallas and Austin markets. He has more than 25 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, 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, Family Compass, The Storehouse of Collin County and the Boy Scouts of America.

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights

Contact Us Employee