Employee Joseph Waldvogel
Chicago 181 West Madison Street, 36th Floor Chicago, IL 60602
, CFA, CFP, CAIA
Senior Vice President
Joseph Waldvogel is a senior relationship manager with 8 years of industry experience. Joseph is responsible for providing comprehensive wealth management solutions to high net worth clients, including the implementation and execution of portfolio management, asset allocation, financial planning, and estate planning strategies.
Prior to joining the firm in 2011, Joseph worked in a research and development capacity for an international food manufacturer.
Joseph earned a Bachelor of Science from the University of Illinois at Chicago. He earned a Master of Business Administration with concentrations in finance and financial analysis and graduated with distinction from DePaul University's Kellstadt Graduate School of Business. Joseph holds the Chartered Financial Analyst® and the Chartered Alternative Investment Analyst designations, and received the CERTIFIED FINANCIAL PLANNER™ certification.
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.
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