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Employee Michael Mortell
Chicago 181 West Madison Street, 36th Floor Chicago, IL 60602
Michael E. Mortell
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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