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Wealth Advisor
Daniel Kenealy is a wealth advisor for CIBC Private Wealth in Chicago with over 10 years of industry experience. In this role, he works closely with senior relationship managers to provide tailored financial planning, analytical and investment performance reporting and client portfolio and allocation analysis.
Prior to joining the firm, Daniel was a senior financial planner at Facet Wealth. Previously, he spent 8 years at Mariner Wealth Advisors, where he supported clients with cash flow analysis, creation and management of investment portfolios, as well as tax and estate plan support.
Daniel earned a Bachelor of Science in accounting from Illinois State University and holds the CERTIFIED FINANCIAL PLANNER™ certification.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
