Randy M Joseph

Current Employers

Employment History

• 02/2014 → 10/2017
  Geneva Investment Management Of Chicago, Llc
  Chicago, IL
• 02/2014 → 10/2017
  Gnv Advisors, Llc
  Chicago, IL
• 10/2017 → 10/2017
  Atlantic Trust Investment Advisors
  Chicago, IL
• 11/2017 → Present
  Cibc Private Wealth Advisors, Inc
  Chicago, IL

Previous Registrations

• 2014-02-11 → 2017-09-01
  Geneva Advisors, Llc
  Chicago, IL

Other Businesses

(1) Investment Trust Advisor of Christopher R. Joseph Family 2021 Irrevocable Trust as part of Estate Planning. Activity began 7/11/2021 from Chicago Illinois, no compensation. Less than 10 hours spent on activity per month. (2) the name of the other business; Luster Learning Institute whether the business is investment-related; no the address of the other business; 1126 Hillcrest Ave. Highland Park, IL 60035 the nature of the other business; Offering sustainable and impactful mindfulness training to educators all over the world with the belief that anyone can practice and teach mindfulness. your position; Board member, Treasurer, Director title, or relationship with the other business; Board member, Treasurer, Director the start date of your relationship; June 1, 2010 the approximate number of hours/month you devote to the other business; 1 hour per month the number of hours you devote to the other business during securities trading hours; 1 hour per month and briefly describe your duties relating to the other business; Providing guidance to the Executive Director, reviewing the monthly financial statements and the annual audit. I have no check writing authority and other than knowing what the investments are and giving my opinions, i have no discretion over the investments. They are held at JP Morgan Chase and all investments are directed by the Executive Director.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-01
• S63 Uniform Securities Agent State Law Examination
  2010-07-06