Chicago, Illinois

181 West Madison Street, 35th Floor
Chicago, IL 60602

PHONE NUMBER: 312.422.1720
TOLL-FREE: 800.505.1720

Teresa Velgara, CFP®
Account Manager

Terri Velgara is an account manager for CIBC Private Wealth Management, with more than 13 years of client service and investment industry experience.

Prior to joining Team Geneva Advisors, which became part of CIBC in 2017, she worked closely with relationship managers to establish, build and maintain relationships with ultra high net worth family office and multi-family office clients at the Northern Trust Company.

Terri earned a Bachelor of Arts degree in economics from the University of Illinois, Urbana-Champaign and a Master of Business Administration degree with a concentration in finance from DePaul University. She holds the CERTIFIED FINANCIAL PLANNER™ designation and is a 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.