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Relationship Manager
Mike Lord is a relationship manager at CIBC Private Wealth with over 15 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, Mike served as a private client investment associate at JPMorgan, where he worked with clients in Chicago’s Gold Coast district. Previously, he served as a branch manager for Chase Bank. Mike earned a Bachelor of Science degree in commerce and finance from DePaul 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.
