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181 West Madison Street, 35th Floor
Chicago, IL 60602
Mark E. Pauly, CFA
Mark Pauly is a relationship manager for CIBC Private Wealth Management, with more than 30 years of experience assisting both high net worth and institutional investors achieve their investment objectives. In this role, he provides customized and comprehensive wealth management and financial planning solutions to individuals, families, and organizations.
Prior to joining Geneva Advisors, which became part of CIBC in 2017, Mark was director of investments at Watson and Associates, a wealth advisory practice of Ameriprise Financial, where he worked with clients on a variety of financial planning, investment management and complex tax and estate planning topics. Mark also spent a number of years working at institutional asset managers specializing in fixed income and derivative securities in Chicago, Houston and New York.
Mark has a Bachelor of Science degree in finance from the University of Arkansas and a Master of Business Administration degree in finance from Tulane University. He also holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst® certifications. Additionally, Mark is a member of the CFA Institute, the Investment Analyst Society of Chicago, and is a Fellow of the Life Management Institute.
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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