Joseph C. J. Dempsey

, CFA

Managing Director

Joe Dempsey is a senior portfolio and relationship manager in CIBC Private Wealth’s Newport Beach office, with more than 30 years of industry experience.​

Joe joined the firm in 1999 and manages individualized portfolios for private clients with a focus on competitive returns with managed risk. Prior to joining the firm, Joe brought his investment career to San Francisco in 1995 and spent four years at McCullough, Andrews & Cappiello. He worked directly with Frank Cappiello managing assets for pension funds and individual clients.​

Joe spent the first eight years of his career at Atlanta Sosnoff Capital Corp., in New York City, as an equity analyst. In this role, he was primarily responsible for fundamental analysis involving on-site company visits, quantitative analysis and determination of the suitability of investment recommendations for the firm’s clients.​

Joe earned a Bachelor of Science in business administration and holds the Chartered Financial Analyst® designation. He is a member of the New York Society of Security Analysts, the Security Analyst Society of San Francisco and the CFA Institute.