Joseph Koehler
Denver 100 Saint Paul Street, Suite 700 Denver, CO 80206
Phone number:
720-221-5000
Toll-free:
866-672-7449
Fax number:
303-296-0111
Joseph Koehler
, CFP®
Vice President
Joseph Koehler is a seasoned business development officer for CIBC Private Wealth in Denver. He has a passion for building lasting client relationships and a distinguished career specializing in financial planning, estate planning and wealth management for high-net-worth individuals. With over 10 years of experience, Joe has built a reputation as a results-driven leader, leveraging his consultative approach to deliver tailored solutions for high-net-worth clients, Family Offices, foundations and endowments.
Prior to joining CIBC, Joe served as senior manager and wealth manager, where he advised Family Offices and Private Equity funds on their operational needs and technology enhancements. Previous roles were with nationally recognized RIA’s, Franklin Square Capital Partners and JPMorgan Investments, which further honed Joe’s skills in territory management, investment strategies and client engagement.
Joe earned a Bachelor of Business Administration in personal financial planning from Western Michigan University. He also holds the CERTIFIED FINANCIAL PLANNER™ certification.
Outside of work, Joe enjoys triathlons, skiing and various fitness ventures.
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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