Contact Us Employee

Josh Davis

New York
300 Madison Ave, 7th Floor
New York, NY 10017

PHONE NUMBER: 212-259-3800
TOLL-FREE: 800-773-3469
FAX NUMBER: 212-259-3888

Josh Davis

Vice President

Josh Davis is a business development officer representing CIBC Private Wealth Management based in New York. In this role, he advances new relationships with clients in sports and entertainment. As part of his role with the business development team, Josh coordinates with clients’ attorneys, accountants, and advisors to guide them in estate planning, tax planning, philanthropic activities, and to provide knowledge, partnership and insight as they navigate life insurance programs, business succession planning and fiduciary administration work. 

Previously, Josh was in the wine and spirit sales industry for over 10 years as a senior sales director, where he was responsible for collaborating with brand suppliers, wholesalers, and service outlets to ensure consistency in sales and investment plans.

Josh earned a Bachelor of Arts in psychology and a minor in religious studies from the University of North Carolina and a Master of Business in finance from City University of New York.

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights