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
Managing Director
Joe Beauchaine is a senior relationship manager in CIBC Private Wealth’s Boston office, with more than 20 years of experience in the financial services industry. In this role, he works closely with high net worth families and their advisors to provide tailored investment and wealth planning services to families, foundations and endowments. Joe is responsible for many aspects of the client wealth management experience ranging from portfolio management, comprehensive client service, performance analysis and reporting and the design and implementation of thoughtful investment solutions.
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 University 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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