Contact Us Employee

Tanya Kulberg

San Francisco
101 Second Street, 25th Floor
San Francisco, CA 94105

Phone number: 415-276-2080
Toll-free: 800-880-9037

Tanya Kulberg

Managing Director & Private Banking Market Manager

Tanya Kulberg is a Market Manager for CIBC Private Wealth in San Francisco, with over 25 years of industry experience. In this role, she works closely with high-net-worth individuals and families on a wide range of financial needs. Tanya partners with a team of professionals to deliver thoughtful and customized wealth strategies, including cash flow and liquidity management, customized complex credit, investment management and trust and estate planning.

Prior to joining the firm, Tanya served as a senior private banker at California Bank & Trust Private Bank, where she specialized in deposit, credit and investment solution tailored to high-net-worth individuals & their families.  Previously, Tanya served as a wealth advisor and deposit officer at Comerica Bank where she worked with high-net-worth families and Middle Market companies to deliver private banking services and Deposit Treasury Management solutions.

Tanya earned a Bachelor of Arts degree in English literature and a minor in business from University of San Francisco. Tanya holds the series 6 FINRA license.

Representing CIBC Bank USA.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights