Keith R. Malooley, CFP<sup>&reg;</sup> - Financial Advisor

Keith R. Malooley, CFP®

CFA,

Managing Director

CIBC Private Wealth Management

181 West Madison Street, 35th Floor
Chicago, IL 60602
FINANCIAL ADVISOR'S WEBSITE
(312) 422-7245

General

Keith Malooley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at CIBC Private Wealth Management in Chicago, IL and the surrounding communities.

Financial Advisor Overview

Geneva Advisors, LLC is an independent investment management firm providing fee-based, customized portfolio management services. Our clients are high net worth individuals and institutions located throughout the United States and the world. The majority of our clients come to Geneva through client and professional referrals. Geneva has more than $7.0 billion in assets under management. The firm is based in Chicago, Illinois with additional offices in San Francisco, California and Dallas, Texas.
 
We founded our firm with one simple, yet important objective: to help clients achieve their long-term financial goals. We are dedicated to achieving outstanding long-term investment returns and providing the highest level of personalized client service.

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Financial Advisor Experience

Keith Malooley is a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) with 17 years of industry experience.  Keith’s comprehensive, advisory-based approach focuses on all aspects of his clients’ needs including financial planning, investment management, trust & estate planning, succession planning, philanthropy, and wealth transfer strategies.
 
Prior to joining Geneva, Keith was a Director at BMO Private Bank where he served as a Wealth Advisor & Senior Portfolio Manager for high-net worth clients. He specializes in planning related to liquidity events such as IPOs, Dividend Recaps, ESOPs, outright sale of ownership stake, and retirement. His broad client base includes privately-held business owners and C-Suite executives of public and sponsor-owned companies.
 
Keith was a voting member of BMO’s Asset Allocation Committee which is responsible for determining investment strategy for investment portfolios within the Personal Investment Management Group of the Private Bank.  He was also a contributing editor for the REITs section of the bank's flagship research publication, The Asset Allocation Metrics.
 
Prior to BMO, Keith was a Portfolio Manager at Northern Trust Company and was responsible for over $500 million in high-net worth and ultra-high net worth clients.
 
Keith is a member of the CFA Institute, CFA Society of Chicago, Certified Financial Planner Board of Standards, and the Financial Planning Association of Illinois.  He holds a B.S. in Finance with a Minor in Economics from Illinois State University.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

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Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Long-term Care

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