Kyle Marotta
Mid-Atlantic Region 1201 F Street NW, Suite 900 Washington, D.C. 20004
Phone number:
202 783-4144
Toll-free:
866-644-4144
Fax number:
202 737-5487
Kyle W. Marotta
, CFP®
Managing Director
Kyle Marotta is a senior relationship manager in CIBC Private Wealth’s Mid-Atlantic region, which includes the firm’s Baltimore and Washington, D.C. offices.
With over 15 years of industry experience, he provides comprehensive wealth management solutions for clients that include high net worth individuals, families, trusts and pension plans. In this role, Kyle and his team develop and implement customized investment and asset allocation strategies, as well as financial and estate plans.
Prior to joining the firm in 2007, Kyle was a staff accountant at Bond Beebe Accountants and Advisors.
He earned a Bachelor of Arts in Business Administration from McDaniel College and a Master of Business Administration with a concentration in finance from The Sellinger School of Business at Loyola University Maryland.
Kyle holds the CERTIFIED FINANCIAL PLANNERTM certification and is an active member of the Baltimore Estate Planning Council.
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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