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Relationship Manager
Brennan Morrison is a relationship manager for CIBC Private Wealth in Chicago with over 10 years of industry experience. In this role, he serves as a trusted advisor, delivering personalized investment and wealth management solutions to high-net-worth individuals, families and foundations that integrate their financial, estate, tax and philanthropic objectives.
Prior to joining the firm, Brennan was a portfolio manager at Northern Trust Wealth Management, where he provided investment management and financial planning services to high-net-worth clients.
Brennan earned a Bachelor of Science in Business Administration with concentrations in finance and marketing from the University of Dayton. Additionally, he holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Chicago.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
