Employee Martin Ortiz
Newport Beach 520 Newport Center Drive Newport Beach, CA 92660
FAX NUMBER: 949-720-0042
Martin I. Ortiz
Martin Ortiz is a senior client service manager in CIBC Private Wealth Management’s Newport Beach office, with 18 years of industry experience. In this role, he works closely with relationship managers to provide client service reporting, open new accounts and provide operational and administrative account services for the Newport Beach office.
Prior to joining the firm, Martin worked for Charles Schwab and Index Fund Advisors, where he was responsible for managing client accounts, and also served in the U.S. Marine Corps and the U.S. Navy.
Martin is pursuing his bachelor’s degree in business administration from Irvine Valley College and volunteers for the Lupus Foundation, Scleroderma Foundation and the Leukemia & Lymphoma Society.
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
Latest financial insights & resources
CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.