Martin I. Ortiz

Senior Associate

Martin Ortiz is a client service manager in CIBC Private Wealth Management’s Newport Beach office, with 20 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.​