Richard S. Kaplan

Managing Director

Richard Kaplan is a senior relationship manager for CIBC Private Wealth, with more than 35 years of experience as a trusted financial advisor to affluent individual and institutional investors. A founding partner of Geneva Advisors, Richard provides customized wealth management solutions to help his clients achieve their financial goals. In addition, he has considerable experience with multi-generational financial planning for affluent families.​

Prior to the founding of Geneva Advisors, which became part of CIBC in 2017, Richard began developing his practice at Rodman & Renshaw. He then joined William Blair & Company in 1988 and became a partner in 1994. In 2003, Richard was instrumental in the establishment of Geneva Advisors and helped lay the groundwork that allowed the firm to grow into one of the largest registered investment advisory (RIA) firms in the nation. Richard earned a Bachelor of Science degree from Northern Illinois University.