Paul J. Coletti

Associate

Paul Coletti is a tax associate at CIBC Private Wealth with over five years of industry experience. In this role, he oversees the tax preparation of all fiduciary, retirement and agency accounts. He coordinates with federal, state and local taxing authorities to ensure the timely and accurate filing of all client returns. He also works closely with the trust administration teams to maintain accurate reporting of tax information as well as to assist in the opening of new client accounts.  ​

Prior to joining the firm, Paul served as a tax accountant at Tonneson + Co, where he specialized in the preparation of high net worth individual and pass-through entity tax returns.​

Paul earned a Bachelor of Science degree in accounting, as well as a Masters of Science in accounting, from The University of Massachusetts Amherst.