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John W
CFA®, Series 63
Dallas, TX
CIBC Private Wealth Advisors, Inc.
John Winslow is a financial advisor at CIBC Private Wealth Advisors, Inc. in Dallas, TX, holding the CFA® designation and a Series 63 license with 18 years of industry experience. He has worked at CIBC Private Wealth Advisors since 2015. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, philanthropic planning, and coordinated Family Office services, utilizing a combination of proprietary and external investment strategies with oversight from dedicated investment committees.
Christina G
Series 65
Dallas, TX
CIBC Private Wealth Advisors, Inc.
Christina Gumm is a Series 65-licensed financial advisor with seven years of industry experience. She currently works at CIBC Private Wealth Advisors, Inc., having previously been employed at United Capital Financial Advisers, LLC and Northern Trust. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm provides customized portfolio management and financial planning supported by an internal investment team and governance committees, managing approximately $67.8 billion in assets with a focus on delivering tailored solutions including options strategies and Family Office services.
Connor M
Series 65
Dallas, TX
CIBC Private Wealth Advisors, Inc.
Connor Mc Garvey is a financial advisor at CIBC Private Wealth Advisors, Inc. in Dallas, TX, holding a Series 65 credential with four years of industry experience. His prior roles include positions at Altschuler & Company and Southern Methodist University, as well as legal-related work with the Dallas County District Attorney and the US Bankruptcy Court Northern District of Texas. CIBC Private Wealth Advisors serves a broad client base including high net worth individuals, families, trusts, and investment companies. The firm offers comprehensive wealth advisory and portfolio management services, utilizing both proprietary and external strategies supported by governance committees to build customized investment solutions.
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