Newport Beach, California

Newport Beach

View all CIBC Private Wealth offices
 

520 Newport Center Drive
Newport Beach, CA 92660

 

PHONE NUMBER: 949.660.0080

TOLL FREE: 888.773.8099

FAX NUMBER: 949.720.0042


Office Head:

Andrew J. Lang, CFA, Managing Director

Wealth Management Team:

Joseph C.J. Dempsey, CFA, Managing Director

Aaron M. Newland, CFP®, Managing Director

Wendy C. Chen, Senior Vice President

Patrick R. O'Day, CFA, CAIA, Senior Vice President

Adam E. Jeharajah, CFA, Associate Vice President

Martin I. Ortiz, Senior Associate

Courtney M. Columbro, Associate

Tommy A. Vu, Associate

Firm Leaders:

Bart Zino, Senior Associate, Marketing

Andrew J.

Lang, CFA

Managing Director and

Office Head

Joseph C.J.

Dempsey, CFA

Managing Director

Senior Relationship Manager

Aaron M.

Newland, CFP®

Managing Director

Business Development Officer

Wendy C.

Chen

Senior Vice President

Relationship Manager

Patrick R.

O'Day, CFA, CAIA

Senior Vice President

Senior Relationship Manager

Adam E.

Jeharajah, CFA

Associate Vice President

Associate Relationship Manager

Martin I.

Ortiz

Senior Associate

Senior Client Service Manager

Courtney M.

Columbro

Associate

Client Service Associate

Tommy A.

Vu

Associate

Client Analyst

Bart

Zino

Senior Associate

Senior Marketing Specialist