Joseph Covington
Client Analyst @ CIBC Private Wealth US
About
📍 Atlanta, GA 💼 Working with CIBC Private Wealth as a Client Analyst to help clients achieve their ambitions. CIBC Private Wealth placed 6th on Barron’s “2025 Top 100 RIA Firms” list (6th year in the top 10). ⭐️ I have a passion for assisting others in their investment management and personal finance. I am a strong believer in the importance of both building and protecting the wealth of clients. 🎓 summa cum laude graduate from Georgia State University with a degree in Finance. 💻 Candidate for CFP® certification. Passed the CFP® Exam 11/10/25 and working toward becoming a CFP® professional.
United States
Atlanta
Financial Services
Equity Research, Client Analysis, Client Relations, Portfolio Management, Financial Markets, Financial Planning, Financial Analysis, Accounting, Microsoft Excel
Experience
Client Analyst
CIBC Private Wealth US
Atlanta, Georgia, United States
Turning clients ambition into reality
Financial Analyst Intern
The University Financing Foundation, Inc. (TUFF)
Atlanta, Georgia, United States
Gained exposure to multi-million-dollar commercial real estate acquisitions
Principal Owner
Covington's Cards
Atlanta, Georgia, United States
Top 1% Ebay store: 1.4 million impressions in 2021, 1100+ reviews (5.0 stars)
Education
Georgia State University - J. Mack Robinson College of Business
Finance, General
summa cum laude, National ATO Awardee
Walton High School
Joseph Covington's Contact Information
Phone
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