Tina FreyCFP®
Managing Director•Senior Relationship Manager
Tina Frey is a senior relationship manager for CIBC Private Wealth with more than 40 years of experience helping high net worth families achieve their wealth management objectives.
Prior to joining Geneva Advisors, which became part of CIBC in 2017, Tina was a principal at William Blair & Company, where she worked for more than 14 years. Previously, she was with Mesirow Financial for 17 years.
Tina earned her CERTIFIED FINANCIAL PLANNER™ designation in 2003.
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.
