John Winslow Email & Phone Number
Managing Director @ CIBC Private Wealth Management US
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John Winslow Location
- Dallas, TX, US
John Winslow Work
- 2015 -now Managing Director @
- 2009 -2015 Senior Director - Portfolio Management @
- 2003 -2009 COO @ Headstream Asset Management
- 1991 -2003 Analyst and Portfolio Manager @ Regal Asset Management
John Winslow Education
- Texas Tech University
BBA (Finance)
1986-1990
John Winslow Skills
- Alternative Investments
- Estate Planning
- Equity Valuation
- Fixed Income
- Wealth Transfer
- Wealth Management Services
- Portfolio Management
- Investments
- Wealth Preservation
- Asset Allocation
- Investment Advisory
- Fund of Funds
- Equities
- Wealth Management
- Family Office
- Mutual Funds
- Equity Research
- High Net Worth Individuals
- Investment Strategies
- Asset Management
- Financial Analysis
- Wealth
- Private Equity
- Private Banking
- Family Governance
- Securities
- Hedge Funds
- Investment Management
John Winslow Summary
- John Winslow, based in Dallas, TX, US, is currently a Managing Director at CIBC Private Wealth Management US. John Winslow brings experience from previous roles at BNY Mellon Wealth Management, Headstream Asset Management and Regal Asset Management. John Winslow holds a 1986 - 1990 BBA in Finance @ Texas Tech University. With a robust skill set that includes Alternative Investments, Estate Planning, Equity Valuation, Fixed Income, Wealth Transfer and more. John Winslow has 3 emails and 2 mobile phone numbers on RocketReach.
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