Employee Luke Davis
New York 300 Madison Ave, 7th Floor New York, NY 10017
FAX NUMBER: 212-259-3888
Luke A. Davis
Luke Davis is a senior relationship manager for CIBC Private Wealth Management in New York, with more than 15 years of industry experience. In this role, he provides comprehensive portfolio and wealth management solutions to high net worth individuals, families, foundations and endowments.
Prior to joining the firm in 2012, he was a vice president and client advisor with Bernstein Global Wealth Management. At Bernstein, Luke advised high net worth families, foundations and family offices through all aspects of their financial needs. He also worked as a business analyst collaborating directly with the president of Bernstein on business strategy initiatives.
Luke earned a Bachelor of Science in human and organizational development with a minor in finance, as well as a Master of Education in organizational theory and leadership from Vanderbilt University.
He is an active committee member with the New York chapter of the Vanderbilt Alumni Association, a benefit committee member of the East Side House Settlement and the Wine Committee Chair of the Confrérie des Chevaliers du Tastevin, Sous-Commanderie de Fairfield County, Connecticut. Additionally, Luke is a Level II candidate for the Chartered Financial Analyst® designation.
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.