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Employee Rogelio Duran
West Palm Beach 525 Okeechobee Blvd. Suite 1630 West Palm Beach, FL 33401
FAX NUMBER: 844-238-1950
This professional also serves clients in Tampa
Rogelio A. Duran
Rogelio Duran is a relationship manager in CIBC Private Wealth’s Boston office, with more than 10 years of industry experience. In this role, Rogelio provides comprehensive investment and wealth planning solutions to families, foundations and endowments. Rogelio works closely with clients and their advisors to design and implement tailored wealth management strategies to meet clients’ financial and estate planning goals.
Prior to joining the firm in 2016, Rogelio was with at BNY Mellon Wealth Management, where he was responsible for onboarding relationships, managing client portfolios and implementing investment solutions.
He earned a Bachelor of Arts degree in management from Emmanuel College in Boston and a dual degree in Master of Business Administration and Master of Science in finance 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 serves as a mentor with La Vida Scholars.
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
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