Kathleen Birmingham

Relationship Manager at Geneva Advisors

Kathleen Birmingham's Professional Contact Details

Email (Verified)

****

Get Email Address

(312) 422-1720

Location

West Palm Beach, Florida, US

Company

Geneva Advisors

Person Seniority

manager

Kathleen Birmingham's Current Company Details

Geneva Advisors

• 49 Employees

finance

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.

Founded Year

2003

Organization Website

genevaadvisors.com

Organization Languages

English

Organization Revenue

25000

Current Technologies

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