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Kenneth M

Series 65, Series 63

Houston, TX

CIBC Private Wealth Advisors, Inc.

Kenneth Mc Clintock is a financial advisor with CIBC Private Wealth Advisors, Inc. in Houston, TX, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. Prior to joining CIBC Private Wealth Advisors in 2025, he worked at IFS Financial Services, Touchstone Securities Inc., and Pacific Life. He serves on the Board of Directors for the Houston Rodeo and is an announcer for drumline and marching band competitions at Seven Lakes High School. CIBC Private Wealth Advisors provides investment advisory and wealth planning services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines a dedicated investment team and governance committees to deliver customized portfolio management and offers a range of strategies including options hedging and structured notes.

Options & derivatives strategies Private / alternative investments Active portfolio management Wealth management
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Bas S

Series 65

Houston, TX

CIBC Private Wealth Advisors, Inc.

Bas Solleveld is a financial advisor with CIBC Private Wealth Advisors, Inc. based in Houston, TX. He holds a Series 65 designation and has eight years of industry experience. Prior to joining CIBC, he worked at AT Investment Advisers Inc. for 12 years. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to create customized portfolio solutions, managing approximately $67.8 billion in assets with a relatively low advisor-to-assets ratio.

Options & derivatives strategies Private / alternative investments Active portfolio management Wealth management
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Daniel C

Series 63, Series 65

Houston, TX

CIBC Private Wealth Advisors, Inc.

Daniel Carter is a financial advisor with CIBC Private Wealth Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at AT Investment Advisers Inc. for 12 years. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to build customized portfolios, combining proprietary and external strategies with specialized offerings such as options hedges and structured notes.

Options & derivatives strategies Private / alternative investments Active portfolio management Wealth management
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