Martin Ortiz
Newport Beach 520 Newport Center Drive Newport Beach, CA 92660
Phone number:
949-660-0080
Toll-free:
888-773-8099
Fax number:
949-720-0042
Martin I. Ortiz
Senior Associate
Martin Ortiz is a client service manager in CIBC Private Wealth’s Newport Beach office, with over 25 years of industry experience. In this role, he works closely with relationship managers to provide comprehensive client service and administration of accounts for high net worth individuals, families and foundations.
Prior to joining the firm, Martin served in the U.S. Marine Corps and the U.S. Navy. He also worked for Charles Schwab and Index Fund Advisors, where he was responsible for managing high net worth client accounts.
Martin is pursuing his bachelor’s degree in Psychology 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.
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