Joanne PapangelisCFP®
Senior Vice President•Relationship Manager
Joanne Papangelis is a relationship manager in CIBC Private Wealth’s Boston office, with more than 25 years of industry experience. In this role, she is responsible for managing client portfolios and implementing strategies designed to help high net worth clients achieve their financial goals. She also serves as a technical resource for many of our senior relationship managers.
Prior to joining the firm in 1999, she worked at Putnam Investments as a senior performance analyst in the offshore/international performance and analytics group. She was also a senior compliance analyst for Putnam’s retail and institutional funds. Joanne began her career in the institutional accounting division of Mellon Bank.
She earned a Bachelor of Arts with a concentration in management and a minor in communications from Regis College. Joanne holds the CERTIFIED FINANCIAL PLANNER™ certification and is a member of the Financial Planning Association.
Disclosures
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.
