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Employee Raschard J. McKinney

Raschard J. McKinney

San Francisco
3 Embarcadero Center, Suite 1600
San Francisco, CA 94111

PHONE NUMBER: 415-433-5844
TOLL-FREE: 800-880-9037
FAX NUMBER: 415-397-6639

Raschard J. McKinney

, CFA, TEP

Vice President

Raschard is an associate relationship manager at CIBC Private Wealth’s San Francisco office, with more than 15 years of industry experience. In this role, he works closely with senior relationship managers to provide comprehensive client service, portfolio management, and custom reporting of accounts for high net worth individuals, families, trusts and foundations.

Prior to joining the firm, Raschard was a trust officer at J.P. Morgan, where he provided trust relationship management for global families. Previously, he served as a trust officer at Citigroup, where he provided trust relationship management for families in Hong Kong and Singapore.

Raschard earned a Bachelor of Business Administration degree in banking and finance, with a minor in Spanish, from The College of The Bahamas (now the University of The Bahamas), and a Master of Science degree in finance with a concentration in investments from Syracuse University. In addition, he holds the Chartered Financial Analyst(R) (CFA) certification and is a member of the CFA Society of San Francisco. Raschard has also earned the Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners.

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


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