Mikel Ortiz
Denver 100 Saint Paul Street, Suite 700 Denver, CO 80206
Phone number:
720-221-5000
Toll-free:
866-672-7449
Fax number:
303-296-0111
Mikel Uribarren Ortiz
Senior Associate
Mikel is a senior client service associate at CIBC Private Wealth with 5 years of industry experience. In this role, he works closely with relationship managers to provide comprehensive client service and detailed investment analysis for high net worth client portfolios.
Prior to joining the firm, Mikel served as a client service lead at IWP Family Office, where he assisted in managing the relationship with high net worth clients. Previously, he served as a financial services professional at Ethos Financial Partners and Charles Schwab, where he got licensed and assisted numerous clients with their financial needs.
Mikel earned a Bachelor of Science degree in finance from the University of Colorado at Denver.
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