Amy GreenCFP®, CIMA®
Managing Director•Senior Relationship Manager
Amy GreenCFP®, CIMA®
Managing Director•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.
Disclosures
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® , in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment professionals.
