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Chicago, IL 60603
Usman R. Khan, CFA
Usman Khan is Retirement Plan Services Specialist serving as an investment advisor in the Corporate Retirement Services group at CIBC Bank USA, with more than 10 years of industry experience. In this role, he works closely with corporate clients and plan sponsors to deliver investment advisory and consulting services for ERISA qualified plans. As a national practice, the Corporate Retirement Services team works closely with CIBC commercial bankers and advisors throughout the country to bring expertise and co-fiduciary services to clients’ retirement plans.
Prior to joining the firm, Usman was a senior associate client investment officer at Northern Trust, where he advised high net worth clients as well as corporate defined benefit and defined contribution plans regarding investment strategy, asset allocation, manager due diligence, investment policy creation, and performance monitoring. Previously, he was an investment consultant with Aon Hewitt, where he worked closely with a variety of institutional clients including corporations, endowments, and foundations.
Usman received a Bachelor of Arts degree in finance from the University of Iowa. He is CFA® charterholder and a member of the CFA Society of Chicago.
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