Geneva Advisors Employee Directory

Q: What is Geneva Advisors known for?

Geneva Advisors was founded in 2003. Geneva Advisors operates in the Financial Services industry.

Q: How many employees does Geneva Advisors have currently?

Geneva Advisors has approximately 51 employees.

Financial ServicesUnited States51-200 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.

Find Geneva Advisors employees' phone numbers or email addresses

Geneva Advisors Global Highlights

North America
40

United States Of America
40

Geneva Advisors's Leadership

G. S.
Principal And Director- Institutional Sales
Mobile Phone
Email
K. B.
Relationship Manager
Mobile Phone
Email
D. D.
Portfolio Manager Principal
Mobile Phone
Email
L. C.
Account Manager
Mobile Phone
Email
L. M.
Compensation Manager
Mobile Phone
Email
D. H.
Advisor
Mobile Phone
Email
G. A. A. L.
Mobile Phone
Email
G. S.
Mobile Phone
Email

Contact profiles from Geneva Advisors

Name

Title

Contact Info

Location

Last Update

G. S.
Principal And Director- Institutional Sales
Mobile Phone
Email
Oct 18, 2024
K. B.
Relationship Manager
Mobile Phone
Email
United StatesFlorida
Sep 08, 2025
D. D.
Portfolio Manager Principal
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
L. C.
Account Manager
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
L. M.
Compensation Manager
Mobile Phone
Email
Oct 16, 2024
D. H.
Advisor
Mobile Phone
Email
Oct 23, 2024
G. A. A. L.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
G. S.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
M. K.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Geneva Advisors known for?

Geneva Advisors was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in US; you can contact the main corporate office by phone at

+1-312-422-****

. Explore Geneva Advisors's company overview page for more information.

What is Geneva Advisors's most common email format?

Geneva Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Geneva Advisors email formats with LeadIQ.

How many employees does Geneva Advisors have currently?

Geneva Advisors has approximately 51 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Geneva Advisors's key employees and leadership?

As of October 2025, Geneva Advisors's key employees include:

Principal And Director- Institutional Sales: G. S.
Relationship Manager: K. B.
Portfolio Manager Principal: D. D.
Account Manager: L. C.
Compensation Manager: L. M.

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