Scott Newhall

, CFP®, CFA®

Managing Director

Scott Newhall is a senior relationship manager at CIBC Private Wealth, with more than 30 years of industry experience.  Scott works with high net worth individuals and non-profit organizations managing investment portfolios of individual stock and bonds. Scott works with clients to provide wealth management solutions to develop investment strategies and customized portfolios based on a thorough understanding of their risk profile, tax efficiency, income needs, estate planning and charitable intent.

Prior to joining CIBC Private Wealth, Scott was a senior portfolio manager Corient where he helped clients with their financial planning and investment needs by understanding their personal goals and objectives, and risk tolerance.

Scott holds a Bachelor of Arts degree in mathematical economics from Pomona College.  Scott is a Chartered Financial Analyst and a Certified Financial Planner. Scott currently sits on the Finance Committee at Sacred Heart School in Chicago.