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