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Mark Cassell

Managing Director at CIBC Atlantic Trust Private Wealth Management

Mark Cassell is a seasoned financial advisor with over 30 years of investment experience, specializing in serving the affluent investor segment.

He holds an MBA in Finance from Vanderbilt University - Owen Graduate School of Management and a BS in Economics from the University of Wisconsin-Madison.

Mark currently serves as the Managing Director at CIBC Atlantic Trust Private Wealth Management, where he offers tailored and comprehensive wealth management solutions to a select group of business owners and successful individuals and families.

Prior to his current role, he worked as a Principal and Investment Advisor at Geneva Advisors, Sr. Vice President, Sr. Portfolio Manager, and Wealth Advisor at Morgan Stanley, Senior Vice President at Atlantic Trust, Vice President & Sr. Portfolio Manager at American National Bank, Institutional Fixed Income Sales at Barclays Bank, Associate at Govett and Co. Inc., and Sales Associate at Nuveen Investments.

Mark is dedicated to fostering trustworthy relationships with his clients and devising sound strategies to assist them in overcoming financial hurdles and achieving their goals.

Mark Cassell
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Location

Greater Chicago Area