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Employee Jonathan Kadish
West Palm Beach 525 Okeechobee Blvd. Suite 1630 West Palm Beach, FL 33401
FAX NUMBER: 844-238-1950
This professional also serves clients in Tampa
Jonathan K. Kadish
, CFP®, ChFC®
Jonathan Kadish is a senior relationship manager with more than 30 years of industry experience. He serves as head of CIBC Private Wealth Management’s Florida offices after having worked in the New York office for 15 years.
Jonathan provides a broad range of sophisticated wealth management services to high net worth clients throughout the country. He also serves on CIBC Private Wealth’s discretionary distribution and loan committee.
Prior to joining the firm in 2003, Jonathan served as a senior vice president and client account manager at Bessemer Trust Company, where he was responsible for advising clients on wealth, financial, tax, estate planning, investment and asset allocation strategies.
Jonathan earned a Bachelor of Arts degree in economics from Rutgers University with concentrations in finance and accounting. He is a graduate of the American Bankers Association Employee Benefits Trust and Graduate Trust School, and of the Cannon Personal Trust and Graduate Trust School.
Jonathan has also completed the College for Financial Planning’s Certification Professional Education Program, and the American College course program for Chartered Financial Consultants. He has earned the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Accredited Wealth Management Advisor, Certified Trust and Financial Advisor, Certified Retirement Services Professional, and Certified IRA Service Professional certifications.
Additionally, Jonathan is a member of the Estate Planning Council of New York, the American Bankers Association, and the Financial Planning Association of New York.
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
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