Employee Charlene Morris

Chicago
181 West Madison Street, 36th Floor
Chicago, IL 60602

PHONE NUMBER: 312-368-7700
TOLL-FREE: 800-505-1720

Charlene P. Morris

Account Manager

Charlene Morris is a client service manager for CIBC Private Wealth Management, with more than 20 years of experience in the financial services industry.

Prior to joining Geneva Advisors, which became part of CIBC in 2017, Charlene was with Oak Family Advisors, a boutique RIA firm where she headed Client Services, the Trading Desk, Compliance and Operations. Earlier, she was with Morgan Stanley Smith Barney. Charlene began her career as the branch manager's assistant at EF Hutton's flagship office in the Board of Trade. 

Charlene holds a Bachelor of Science degree in management from the Krannert School of Management at Purdue University.

Representing CIBC Private Wealth Advisors, Inc.


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