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VerifiedFinancial Services· Founded 2003

Geneva Advisors

We are excited to announce that two great wealth management firms have combined forces. In September of 2017, Geneva Advisors joined CIBC Atlantic Trust Private Wealth Management. Bringing together our organizations creates an excellent fit due to our commonly held values of a fiduciary culture and team-based approach. The team you know and trust, will remain the same and will continue to manage investments as part of CIBC Atlantic Trust. Our clients will also have access to additional investment strategies that can complement an existing portfolio and benefit from the expertise of CIBC Atlantic Trust’s Wealth Strategies Group, which allows further integration of tax, trust, estate, philanthropic and legacy planning, along with other integrated wealth management capabilities. We invite you to learn more by visiting

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Employees25(51 to 200)Annual revenue$10M to <$50MFounded year2003Websitegenevaadvisors.comLinkedIn profileLinkedIn

Verified contacts

21

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LinkedIn employees

25

51 to 200 range

Open roles

no listings

Distinct roles

13

indexed titles

Tech stack

3

tools in use

Monthly traffic

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Top roles at Geneva Advisors

13 distinct titles indexed · top 10 shown.

  • 4investment advisor
  • 3account manager
  • 2financial analyst
  • 1financial
  • 1fixed income trader
  • 1founder
  • 1intern
  • 1partner
  • 1portfolio manager analyst
  • 1principal founder geneva investment management of chicago, llc
  • +3more titles

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