Geneva Advisors

  • Financial Services
  • Chicago IL
  • 26 employees
  • Financial Services
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Company Overview

Headquarters
181 W Madison St, Chicago IL
Website
genevaadvisors.com
Phone
(312) 422-1720
Employees
26
Founded in
2003
Industry
Financial Services
NAICS Code
NAICS Code 5239 Companies
NAICS Code 52 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 621 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$16B

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Who is Geneva Advisors

Geneva Advisors is a company based in Chicago, Illinois, with 26 employees and annual revenue of $16 million. As part of CIBC Atlantic Trust Private Wealth Management, Geneva Advisors provides wealth management services to clients. They offer investment management and access to additional investment strategies through CIBC Atlantic Trust’s Wealth Strategies Group. This group provides integrated wealth management capabilities including tax, trust, estate, philanthropic, and legacy planning. Combining with CIBC Atlantic Trust brings together two firms with shared values centered around a fiduciary culture and a team-based approach. Geneva Advisors' existing team continues to manage client investments as part of CIBC Atlantic Trust. To learn more, visit www.cibcatlantictrust.com.

Company Leadership

Fred Burkhardt

President & CEO

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Fred Burkhardt

Chief Executive Officer

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Geneva Advisors Industry Tags

Finance
Government
Financial Services
Financial Advisory Services
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Geneva Advisors Tech Stack

ASP.NET
Microsoft Excel
Proofpoint
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FAQ

What is the location of Geneva Advisors's headquarters?
The headquarters of Geneva Advisors are situated at 181 W Madison St, Chicago IL
What is Geneva Advisors's phone number?
Geneva Advisors's contact number is (312) 422-1720.
What is Geneva Advisors's official website?
The official website of Geneva Advisors can be found at genevaadvisors.com.
What is Geneva Advisors's current revenue?
As of March 2015, Geneva Advisors's annual revenue reached $16B.
How many employees does Geneva Advisors currently have?
Geneva Advisors employs approximately 26+ people as of March 2015
Which industries is Geneva Advisors primarily operating in?
Geneva Advisors operates in the following industries: Finance, Credit
Who is the President & CEO of Geneva Advisors?
Geneva Advisors's President & CEO is Fred Burkhardt
What are Geneva Advisors's industry tags?
Geneva Advisors's industry tags include: Finance, Government, Financial Services
When was Geneva Advisors founded?
Geneva Advisors was founded in 2003.

Employee Directory

Key Employees

John Huber

Founder

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Evy Stein Keller

Senior Account Manager

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Matt Sorokin

Director

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