Geneva Advisors
Finance · Texas, United States · 51-200 Employees
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Overview
Headquarters
401 Congress Ave, Austin, Texas, 78701, ...Website
www.genevaadvisors.comRevenue
<$5 MillionIndustry
About 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 Trusts 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.Explore more
Geneva Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
2018
Brian DutteraFounder & Managing Partner & Chief Information Officer & Wealth Management Advisor & Senior Portfolio Manager
Geneva Advisors Tech Stack
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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,... Read More
