People Moves

CIBC In US Makes Four Senior Hires

Editorial Staff May 16, 2023

CIBC In US Makes Four Senior Hires

The appointments are in San Francisco, Austin and Houston.

CIBC Private Wealth, US, has made four appointments:

-- John McKenna is named San Francisco office head and senior relationship manager; 
-- Robert Johnson is named senior vice president and business development officer in Austin; 
-- Ryan Smith is named senior vice president and senior relationship manager in Austin; and 
-- Geoff Nelson is named senior vice president and business development officer in Houston. 

McKenna brings more than 15 years of wealth management experience to the role. Previously, he served as chief compliance officer for Embarcadero Financial Group where he advised private clients and businesses on customized investment management and comprehensive financial planning. McKenna also acted as a co-portfolio counselor on the firm's investment committee. 

Bringing more than 20 years of experience to his role Johnson serves high net worth clients, foundations, endowments, trusted intermediaries, and family office clients. Prior to joining CIBC Private Wealth’s Austin office, Johnson was head of wealth management at Realized.

With over 20 years of industry experience, Smith is joining the firm as a senior relationship manager in Austin. Previously, Smith served as a senior lead advisor at Venturi Private Wealth. 

Geoff Nelson is joining CIBC Private Wealth in Houston as a business development officer. In this role, he will identify and develop new and existing relationships with HNW individuals, organizations, and key intermediaries. Prior to joining the firm, Nelson served as a regional vice president at Mercer Advisors where he used his financial planning experience to help new clients implement investment, tax and estate planning strategies. 

To see another recent set of appointments at the firm, click here.

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