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Relationship Manager
Elizabeth DeLaitsch is a relationship manager with nearly 25 years of industry experience. She works closely with families to design thoughtful investment solutions that integrate philanthropic, estate and tax planning objectives. She also collaborates with other senior professionals to provide family office services to some of the firm’s most significant multi-generational client families. In addition to her responsibilities as a relationship manager, Elizabeth is a member of CIBC’s Mentoring Committee as well as Co-Chair for employee engagement in the Boston office which focuses on employee appreciation, community engagement and education. In 2019 she was given the “Goes the Extra Mile” award by her colleagues. Prior to joining the firm in 2005, she worked for Hale and Dorr Wealth Advisors LLC as a client service specialist and with Fiduciary Trust International as an administration officer. Elizabeth earned a Bachelor of Arts with a concentration in Spanish and a minor in business administration from Alfred University. She is a member of the national chapter of the Financial Planning Association. Additionally, Elizabeth holds the CERTIFIED FINANCIAL PLANNER™ certification. In 2020, Elizabeth was recognized as Woman of the Year for the Rhode Island Chapter of the Leukemia and Lymphoma Society for her fundraising effort.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S
