Seniority
Vp
Department
General Business & Management
Location
San Francisco
Industry
Banking
Company size
47K
Contact information
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s•••••••@••••••.com
Phone
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Background
About Sterling Moore
CIBC is a boutique advisory firm focused exclusively on serving a select group of wealthy individuals, families, foundations and endowments. CIBC provides integrated wealth management services including investment management, estate planning, trust and family office services to meet the needs of these clients. Specialties: Exclusively fee-based advisory services. As fiduciaries, we act in a relationship of trust and responsibility with you. We created a platform that is designed to put our clients’ interests first. We have the sophisticated expertise and intellectual resources in-house to address the most complex trust, estate and philanthropic issues faced by our clients.
Decision-makers
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Kishan Barot
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