Joseph Beauchaine
Boston 100 Federal Street, 37th Floor Boston, MA 02110
PHONE NUMBER:
617-357-9600
TOLL-FREE:
877-614-9600
FAX NUMBER:
617-357-9602
Joseph A. Beauchaine
, CFP®, CAIA
Senior Vice President
Joe Beauchaine is a senior relationship manager in CIBC Private Wealth Management's Boston office, with 19 years of industry experience. In this role, he works closely with senior relationship managers to provide comprehensive client service, asset allocation solutions, day-to-day portfolio management, investment implementation, performance analysis and reporting.
Prior to joining the firm in 2004, he worked as an associate at State Street Wealth Management Services. In this position, he worked exclusively in the mutual fund division and serviced institutional clients. Joe began his career in the financial services field at Investors Bank & Trust in 2000, where he was an associate in the mutual fund accounting division for Commonfund.
He is an active member of the Financial Planning Association of Massachusetts and the Boston Estate Planning Council.
Joe earned a Bachelor of Arts in political science and management from Assumption College and holds the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Alternative Investment Analyst designation. In 2018, he was honored with CIBC's Best Mentor/Role Model Achievers Award.
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.
The CAIA® and Chartered Alternative Investment AnalystSM are service marks owned by the CAIA Association®.
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