Andrew GoldenCIMA®, CPWA®
Managing Director•Senior Relationship Manager
Andrew GoldenCIMA®, CPWA®
Managing Director•Senior Relationship Manager
Andy Golden is a senior relationship manager for CIBC Private Wealth in Chicago, with more than 20 years of industry experience. In this role, he works with high net worth individuals and families on a wide range of investment and financial planning matters, focusing on how to best preserve, manage, and transfer wealth for current and future generations.
Prior to joining the firm, Andy was a senior manager at Deloitte Investment Advisors, LLC., where he was responsible for handling high net worth and institutional investment relationships for the Chicago office. Previously he worked in private banking and capital markets roles at JPMorgan Chase.
Andy received a Bachelor of Arts degree in finance from Marquette University. Additionally, he is a Certified Investment Management Analyst® certificant through the University of Pennsylvania and a Certified Private Wealth Advisory® certificant through the University of Chicago. Andy is also a member of the CFA Institute, the CFA Society of Chicago, the Investment Management Consultants Association and the board of directors of the Cystic Fibrosis Foundation’s Chicago chapter.
Disclosures
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.
Investment and Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®” and “Certified Private Wealth Advisor®. Use of CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
