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Employee Michael Mortell

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

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

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

Michael E. Mortell

, CFP

Managing Director

Mike Mortell is a senior relationship manager for CIBC Private Wealth Management with more than 35 years of experience. He has managed investment portfolios for over 14 years.

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

Mike 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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