Chicago, Illinois

1 South Wacker Drive, Suite 3500
Chicago, IL 60606

PHONE NUMBER: 312.368.7700
TOLL-FREE: 888.773.8090
FAX NUMBER: 312.368.8137

Bret A. Farris, CFP®, CIMA®, CPWA®
Senior Vice President

Bret Farris is a business development officer for CIBC Private Wealth Management in Chicago, with 19 years of industry experience. In this role, he works to foster new relationships with high net worth clients and strengthen associations with key intermediaries.

Prior to joining the firm, Bret was a senior client advisor at BMO Private Bank, where he served as a business development and lead relationship manager focused on client retention and new client acquisition, and led a team of subject matter experts to coordinate and execute personalized solutions for clients and prospects. Previously, Bret served as a wealth advisor for RMB Capital Management, where he worked extensively with key intermediaries in the Midwest and Southeast to expand existing client relationships and secure new client relationships for the firm.

He earned a Bachelor of Science degree in commerce from DePaul University, is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Certified Investment Management Analyst® and Certified Private Wealth Analyst® certifications. Additionally, Bret serves on the board of directors of the Adel B. KorkorFoundation, the Financial Planning Association National Diversity Council and volunteers as a crisis counselor for The Trevor Project.

 
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
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.
Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CPWA®” and “Certified Private Wealth Advisor®.” Use of CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.