Matthew Balance
San Francisco 101 Second Street, 25th Floor San Francisco, CA 94105
Phone number:
415-276-2080
Toll-free:
800-880-9037
Matthew Balance
Senior Associate
Matthew is a senior client service associate at CIBC Private Wealth in San Francisco. In this role, he works closely with senior relationship managers to provide comprehensive client service and administration of accounts for high net worth individuals, families and foundations.
Prior to joining the firm, Matthew served as a preferred banking client service associate at First Republic Bank, where he supported relationship managers by delivering extraordinary service to clients, assisting with money movement and account maintenance needs.
Matthew earned a Bachelor of Arts degree in economics from University of California, Davis.
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.