Brad Wilson Email & Phone Number
Managing Director @ CIBC Private Wealth Management US
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Brad Wilson Location
- Boston, MA, US
Brad Wilson Work
- 2023 -now Managing Director @
- 2021 -2023 Managing Director, Private Wealth Advisor @
- 2019 -2021 Executive Managing Director Senior Client Advisor @
- 2012 -2019 Managing Director, Head of Fixed Income @
- 2009 -2011 Director, Risk Trader @
- 2003 -2009 Director @
- 2003 -2009 Director (Continued) @
- 2001 -2003 Fixed Income Sales Liaison @
Brad Wilson Education
- Lafayette College
Bachelor of Arts (Economics)
1998-2001
Brad Wilson Skills
- Fixed Income
- Portfolio Management
- Investments
- Trading
- Wealth Management
- Capital Markets
- Securities
- Series 7
- Bonds
- Structured Products
- Financial Risk
- Risk Management
- Equities
- Series 63
- Cross-functional Team Leadership
- Competitive Analysis
- Operational Efficiency
- FX Options
- Financial Modeling
- Institutional
- Regulatory
- Strategy
- Compliance
- Cross Functional Team Leadership
- Legal
- Project Management
- Portfolio Managers
Brad Wilson Summary
- Brad Wilson, based in Boston, MA, US, is currently a Managing Director at CIBC Private Wealth US. Brad Wilson brings experience from previous roles at SVB Private, Boston Private and UBS Investment Bank. Brad Wilson holds a 1998 - 2001 Bachelor of Arts in Economics @ Lafayette College. With a robust skill set that includes Fixed Income, Portfolio Management, Investments, Trading, Wealth Management and more. Brad Wilson has 3 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Brad Wilson?
Find contact details for 700 million professionals.
Others Named Brad Wilson
Brad Wilson
CEO
St. Thomas, U.S. Virgin Islands
Brad Wilson
Chairman
New York, NY, US
Brad Wilson
Chief Executive Officer
Salt Lake City, UT, US
Brad Wilson
Co-Founder | Managing Director
Melbourne, VIC, AU
Brad Wilson
Managing Director
Chicago, IL, US
Brad Wilson
Chief Executive Officer
Australia
Top CIBC Private Wealth Management US Employees
Peter Fleming
Senior Vice President
Atlanta, GA, US
Gina Sabean
Managing Director
Palm Beach, FL, US
Michelle Hermann
Managing Director
Chicago, IL, US
Robert Coulton
Managing Director and Senior Relationship Manager
Chicago, IL, US
Kishore Setty
Managing Director
New York, NY, US
Beth Mayfield
Managing Director
Atlanta, GA, US
Bas Solleveld
Managing Director, Senior Relationship Manager
Houston, TX, US
Mark Frazier
Managing Director
Austin, TX, US
W. Thompson
Managing Director
Atlanta, GA, US
Mark Gudaitis
Managing Director
Massachusetts, United States
Cathy McLagan
Managing Director, Growth Enablement
Atlanta, GA, US
Duncan Edwards
Managing Director
Atlanta, GA, US
Jack Markwalter
Chief Executive Officer
Atlanta, GA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co