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120 S. LaSalle Street
Chicago, IL 60603
Amy M. Green, CFP®, CIMA®
Amy Green is a senior relationship manager for CIBC Private Wealth Management, with 15 years of wealth management experience. In this role, she is responsible for providing wealth management solutions to high net worth clients, including financial planning, portfolio management, asset allocation advice, wealth and estate planning strategies.
Prior to joining the firm, Amy was an investment advisor for Morgan Stanley’s Global Wealth Management Group, responsible for advising and serving high net worth families. Previously, she was an analyst in the mergers and acquisitions practice of Arthur Andersen, LLP.
Amy received a Bachelor of Science degree in accounting from Marquette University. She earned the Certified Investment Management Analyst® certification from The Wharton School at the University of Pennsylvania, and is a CERTIFIED FINANCIAL PLANNER™ certificant. Amy is also a member of the Investments & Wealth Institute™.
Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
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