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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 West Palm Beach office, with 12 years of industry experience. In this role, he works closely with senior relationship managers to provide comprehensive client service, asset allocation solutions, day-to-day portfolio management, investment implementation, performance analysis and reporting.
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 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 Big Brothers Big Sisters.
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
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