Dallas, TX Office

Michael Smith is a financial advisor with CIBC Private Wealth Advisors, Inc. in Dallas, TX, holding Series 63, 65, and 66 designations and bringing 14 years of industry experience. He has previously worked at Venturi Private Wealth, Ryan Smith Consulting, Luther King Capital Management Corporation, and Raymond James Financial. Smith serves as a board member for Omni Courts, a company providing inventory management solutions for retailers. CIBC Private Wealth Advisors serves a diverse client base including high net worth individuals, families, trusts, and investment companies. The firm combines internal investment teams with external managers and utilizes customized portfolio strategies, including options hedges and structured notes, distinguishing itself by higher assets under management per advisor and its involvement with investment company clients.

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 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 Mc Garvey is a financial advisor at CIBC Private Wealth Advisors, Inc. in Dallas, TX, with five years of industry experience. He holds a Series 65 designation and has prior experience at Altschuler & Company, Southern Methodist University, and the Dallas County District Attorney's office. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to offer customized portfolios and managed account programs, combining proprietary and external strategies across a broad range of asset classes.

Michael Zeier is a financial advisor at CIBC Private Wealth Advisors, Inc. in Dallas, TX, holding a Series 65 designation with 11 years of industry experience. He has been with CIBC Private Wealth since 2014. CIBC Private Wealth Advisors offers investment and wealth advisory services to a broad client base, including high net worth individuals, families, trusts, corporations, and investment companies. The firm provides customized portfolio management, financial planning, and coordinated Family Office services, utilizing a combination of proprietary and external investment strategies overseen by internal committees.