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JM

John Mckenna

Managing Director at CIBC US
Intro Book
Seasoned financial professional with expertise in wealth management and investment strategies.
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Location
San Francisco, California, United States, US
Languages
  • Spanish -
  • French -
Skills
  • Investments
  • Asset Allocation
  • Wealth Management
  • Strategic Financial Planning
  • Investment Strategies
  • Show all
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Bio

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John Mckenna is a seasoned financial professional with extensive experience in wealth management, asset allocation, and investment strategies. He holds an MBA from the University of California, Berkeley, and a BSFS from Georgetown University. John has worked at top firms, including CIBC US, Embarcadero Financial Group, Morgan Stanley, and Lombard Group, Inc., where he has provided customized investment management and financial planning services to high net worth clients. As the Head of CIBC Private Wealth's San Francisco office, John leads a team of client service professionals and provides investment counseling services to a broad base of high net worth clients. He is also a certified investment advisor with expertise in alternative investments, ETFs, and entrepreneurship.

Experience

  • CIBC US
    • San Francisco Bay Area
    • Managing Director
      • May 2023 - Present
      • San Francisco Bay Area

      John is the Head of CIBC Private Wealth's San Francisco office and a Senior Relationship Manager. In this role, he leads the office’s client service team along with providing investment counseling services to a broad base of high net worth clients.CIBC Private Wealth Management is one of the nation's leading private wealth management firms, offering integrated wealth management for high net worth individuals, families, foundations and endowments. The firm considers clients' financial, trust, estate planning and philanthropic needs in developing customized asset allocation and investment management solutions. Experienced professionals deliver a broad range of offerings, including proprietary investment offerings and a robust open architecture platform of traditional and alternative managers. CIBC - PWM operates in 20 full-service locations throughout the U.S. With approximately $93 billion in assets under management (as of October 31, 2023) CIBC - PWM is the private wealth management division of CIBC. For more information, visit www.private-wealth.us.cibc.com

  • Embarcadero Financial Group
    • San Francisco, CA
    • Wealth Advisor
      • Aug 2013 - May 2023
      • San Francisco, CA

      Advised private clients and businesses on customized investment management. Engaged individuals to provide comprehensive financial planning . Held position as co-portfolio counselor on the firm's investment committee.

  • Morgan Stanley
    • Financial Advisor
      • 2008 - Jul 2013

      Started with Citi Smith Barney as a Financial Advisor at downtown San Francisco branch;Stayed with the firm through its joint venture as Morgan Stanley Smith Barney;In 2011, invited to join Palo Alto team run by a Barrons' Top 10 Ranked Financial Advisor. Maintained ongoing private client relationship responsibilities including the review of sophisticated strategies for high net worth individuals. As a program coordinator for the Consulting & Corporate Services Team, primary tasking was to develop, analyze & deliver Executive Financial Planning Services to Fortune 500 firms.During my time at the firm, we were ultimately re-branded as Morgan Stanley Wealth Management.

  • GreenSpot, Inc.
    • CFO
      • 2007 - 2008

      Multi-unit home improvement green retail venture.

  • Powercranks, Inc.
    • COO & CFO
      • 2005 - 2006

      Patented training & exercise device for the competitive endurance and re-habilitation markets.

  • Lombard Group, Inc.
    • President & CFO
      • 1993 - 2005

      Export management focused primarily on private label institutional and retail for Central Mexico.

Education

  • 1995 - 1998
    University of California, Berkeley - Walter A. Haas School of Business
    MBA, Corporate Finance & Competitive Strategy
  • 1982 - 1986
    Georgetown University
    BSFS, The Edmund A. Walsh School of Foreign Service
  • 1984 - 1985
    L'Universite de Dakar
    Faculté des lettres et sciences humaines
  • 1978 - 1982
    Polytechnic School
    High School

Suggested Services

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Industry Focus. “Financial Services”

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