Wilson
Boren

Cibc Private Wealth Advisors, Inc

CRD#7429527
Investment Advisor
in Houston, TX

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About this Advisor

Wilson Boren is a financial advisor based in Houston, Texas, working with Cibc Private Wealth Advisors, Inc. Wilson has previously held positions at Texas Capital Bank Private Wealth Advisors, Texas Capital Bank, Bbva Usa, University Of Houston, Cougar Investment Fund, L.L.C, Spec'S Wine, Spirits & Finer Foods, Texas A&M University, and Cibc Private Wealth Advisors, Inc. Wilson is registered to provide services in Texas. Currently, Wilson is part of Cibc Private Wealth Advisors, Inc, which operates out of Houston, Texas. The firm has 13 offices and 539 employees. The firm manages assets totaling $57.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Cibc Private Wealth Advisors, Inc includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

11 Greenway Plaza
Houston, TX 77046

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Cibc Private Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$57,308,548,955

TX Average: $6,674,516,078
Total Number of Employees

539

TX Average: 44
Total Number of Accounts

29,445

TX Average: 2,564
Average Account Size

$1,946,291

TX Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Wilson Boren Work History

2023 - Present (1 year)

Cibc Private Wealth Advisors, Inc

2021 - 2023 (2 years)

Texas Capital Bank Private Wealth Advisors

2021 - 2023 (2 years)

Texas Capital Bank

2020 - 2021 (1 year)

Bbva Usa

2018 - 2020 (2 years)

Bbva Usa

2017 - 2018 (1 year)

Cougar Investment Fund, L.L.C

2016 - 2018 (2 years)

University Of Houston

2015 - 2015 (< 1 year)

Spec'S Wine, Spirits & Finer Foods

2010 - 2014 (4 years)

Texas A&M University

Disclosures

Please visit the SEC profile of Wilson Boren to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cibc Private Wealth Advisors, Inc

Daniel Brady
Boston, MA
Jonathan Kadish
West Palm Beach, FL
Michael Zeier
Chicago, IL
Randy Joseph
Chicago, IL
Susan Farris
Boston, MA
Colleen Harvey
Denver, CO
Lisa Mullaney
Chicago, IL
James Judd
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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