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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Verified contacts
21
available on Kipplo
LinkedIn employees
25
51 to 200 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
3
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
21 contacts with verified email or phone · masked until revealed.
- NB
Nathan Buth
Account Manager · Sales & Business Development
EmailPhone - RJ
Robert J. Merkle Merkle
Rm · Sales & Business Development
EmailPhone - DW
Dorothy Wu
Financial Analyst · Finance & Accounting
EmailPhone - JB
Jim Barasa
Investment Advisor · Finance & Accounting
EmailPhone - JF
Jim Farrell
Portfolio Manager Analyst · Finance & Accounting
EmailPhone - JC
John Cimaroli
Investment Advisor · Finance & Accounting
EmailPhone - MM
Maggie Miller
Investment Advisor · Finance & Accounting
EmailPhone - RN
Robert Nowlin
Financial · Finance & Accounting
EmailPhone - ST
Scot Tyson
Investment Advisor · Finance & Accounting
EmailPhone
Showing 9 of 21 verified contacts
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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