Rogelio Duran
West Palm Beach 525 Okeechobee Blvd. Suite 1630 West Palm Beach, FL 33401
Phone number:
561-461-5150
Fax number:
844-238-1950
This professional also serves clients in Tampa
Rogelio A. Duran
, CFP®
Senior Vice President
Rogelio Duran is a relationship manager in CIBC Private Wealth’s West Palm Beach office with over 15 years of industry experience. In this role, he works closely with families to design thoughtful investment solutions that integrate philanthropic, estate and tax planning objectives.
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 a dual Master’s degree in Business Administration (MBA) and Finance (MSF) from Boston College Carroll School of Management.
Additionally, Rogelio is a former president of the Chicago chapter of the Association of Latino Professionals for America (ALPFA) and is an active member of the East Coast Estate Planning Council of Palm Beach County. Rogelio also holds the CERTIFIED FINANCIAL PLANNER™ certification.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
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