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Houston 11 Greenway Plaza, Suite 2625 Houston, TX 77046
Wilson is a relationship manager at CIBC Private Wealth, with seven years of industry experience. In this role, he is responsible for managing client relationships and providing tailored wealth management solutions for clients. Wilson works closely with clients to develop and implement thoughtful asset allocation and investment strategies that integrate their investment, estate planning, and charitable giving objectives.
Prior to joining the firm, Wilson worked as an associate investment advisor at Texas Capital Bank Private Wealth Advisors where he served high-net worth clients, tailoring multi-asset class investment portfolios that aligned with the short- and long-term goals. Previously, he served as a portfolio strategist at BBVA USA, now PNC Bank.
Wilson earned a Bachelor of Science degree in geology from Texas A&M University and a Master of Science degree in finance from the University of Houston. Wilson holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the CFA Society of Houston.
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
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