Mike LordCFP®
Senior Vice President•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.
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.
