Geneva Advisors

United States · 26 Employees
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 www.cibcatlantictrust.com.

概述

国家 United States
成立时间 2003
总部 181 west madison street, chicago, illinois, united states
电话号码 +1-312-422-1720
网站 http://www.genevaadvisors.com
LinkedIn http://www.linkedin.com/company/geneva-investment-management
Twitter
Facebook
员工数 26
行业 financial services,
简介 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 www.cibcatlantictrust.com.

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常见问题

Geneva Advisors 在哪里?

Geneva Advisors 的总部位于 181 west madison street, chicago, illinois, united states

Geneva Advisors 的电话号码是多少?

Geneva Advisors 的电话号码是 +1-312-422-1720

Geneva Advisors 的官方网站是什么?

Geneva Advisors 的公司官方网站是 http://www.genevaadvisors.com

Geneva Advisors 是做什么的?

Geneva Advisors 的业务有哪些?

Geneva Advisors 的年收入是多少?

Geneva Advisors 的收入是 5000000美元

Geneva Advisors 有多少员工?

Geneva Advisors 有 26 名员工

Geneva Advisors 属于哪个行业?

Geneva Advisors 从事以下行业: financial services

Geneva Advisors 使用什么技术?

Geneva Advisors 使用的一些流行技术包括: CloudFlare Hosting,DNS Made Easy,Microsoft Office 365,Pardot

如何联系 Geneva Advisors?

Geneva Advisors 联系信息: 电话号码:+1-312-422-1720， 网站:http://www.genevaadvisors.com， 邮箱：kat***@***.com

Geneva Advisors 的社交媒体链接是什么?

Geneva Advisors 领英：http://www.linkedin.com/company/geneva-investment-management,fackbook：,twitte:

Geneva Advisors 是一家上市公司吗?

不是

Geneva Advisors 的最后一轮融资是什么时候?

暂无最近投资信息

谁投资 Geneva Advisors?

Geneva Advisors 有 0 家投资者,包括 。

管理层

Kathleen Birmingham

Relationship Manager

John Huber

Founder

David Pierce

Principal/Founder Geneva Investment Management of Chicago, LLC

Jim Farrell

Portfolio Manager/Analyst

Tom B

Principal, Head of Distribution

员工

Martin Brown

Investment Advisor

Mark Resnik

Principal

Robert M

Rm

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