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Senior Relationship Manager
Amy Green is a senior relationship manager for CIBC Private Wealth with 25 years of wealth management experience. In this role, she is responsible for providing wealth management solutions to high net worth clients, including financial planning, portfolio management, asset allocation advice, wealth and estate planning strategies. Prior to joining the firm, Amy was an investment advisor for Morgan Stanley’s Global Wealth Management Group, responsible for advising high net worth families. Previously, she was an analyst in the mergers and acquisitions practice of Arthur Andersen, LLP. Amy received a Bachelor of Science degree in Accounting from Marquette University. She earned the Certified Investment Management Analyst® certification from The Wharton School at the University of Pennsylvania, and is a CERTIFIED FINANCIAL PLANNER™ certificant. Amy is also a member of the Investments & Wealth Institute™ . She serves as a mentor to aspiring CFP® candidates through the CFP Board Mentor Program, and serves on the Board of Directors of Easterseals DuPage & Fox Valley, serving as Chair of the Investment Committee and member of the Endowment Task Force. Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
