Boston, Massachusetts

100 Federal Street, 37th Floor
Boston, MA 02110

PHONE NUMBER: 617.357.9600
TOLL-FREE: 877.614.9600
FAX NUMBER: 617.357.9602

Rogelio A. Duran 
Associate Vice President

Rogelio Duran is an associate relationship manager in CIBC Private Wealth Management’s Boston office, with more than 10 years of industry experience. In this role, he works closely with senior relationship managers to provide comprehensive client service to individuals, families and foundations.

Prior to joining the firm, Rogelio was a senior portfolio analyst at BNY Mellon, where he was responsible for managing assets for wealthy families and foundations, managing client expectations, onboarding clients, developing investments and leading portfolio review meetings.

He earned a Bachelor of Arts degree in management from Emmanuel College and is currently pursuing a Master of Business Administration degree in asset management from Boston College.

Additionally, Rogelio is a former president of the Chicago chapter of the Association of Latino Professionals for America (ALPFA) and serves as a mentor with Big Brothers Big Sisters.

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