Heather ErrigoCFA®, CFP®
Managing Director•Senior Relationship Manager
Heather ErrigoCFA®, CFP®
Managing Director•Senior Relationship Manager
Heather is a senior relationship manager at CIBC Private Wealth with over 25 years of industry experience. In this role, she provides comprehensive wealth management solutions for clients that include high net worth individuals, families, trusts, associations, endowments and foundations. Heather works closely with clients to formulate objectives, determine an appropriate asset allocation and implement the investment plan.
Prior to joining the firm, Heather served as managing director at Lynx Investment Advisory, LLC for 21 years, where she provided comprehensive client service, asset allocation, day-to-day portfolio management and performance reporting. Prior to Lynx, Heather was at ASB Capital Management, where she served as a portfolio manager to numerous institutional accounts for over 8 years. Previously, she worked at Cigna HealthCare and Blue Cross Blue Shield of the National Capital Area.
Heather earned a Bachelor of Science in international business and Latin American studies with a minor in Spanish and economics. Heather holds the Chartered Financial Analyst® certification and the CERTIFIED FINANCIAL PLANNER™ certification. She is registered with CIBC Private Wealth Advisors, Inc. as an investment adviser representative.
Disclosures
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® , in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
