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Employee Michael Mortell

181 West Madison Street, 36th Floor
Chicago, IL 60602

PHONE NUMBER: 312-368-7700
TOLL-FREE: 800-505-1720

This professional also serves clients in Tampa
This professional also serves clients in West Palm Beach

Michael E. Mortell

, CFP®

Managing Director

Michael Mortell is a senior relationship manager for CIBC Private Wealth with more than 35 years of experience. He has managed investment portfolios for over 27 years.​

Prior to joining Geneva Advisors, which became part of CIBC in 2017, he managed client portfolios in the Private Investor Department at William Blair & Company.​

Michael holds a Bachelor of Arts degree in management from the Krannert School of Management at Purdue University. He holds the CERTIFIED FINANCIAL PLANNER™ certification and is an active member of the Financial Planning Association (FPA).

Representing 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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