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Managing Director•Senior Wealth Strategist
Managing Director•Senior Wealth Strategist
Judith A. Saxe is a senior wealth strategist for CIBC Private Wealth with over 35 years of industry experience. In this role, she works closely with clients and their team of advisors to develop and implement comprehensive wealth transfer strategies as part of CIBC Private Wealth’s integrated wealth management process.
Prior to joining the firm in 2003, Judith was a senior manager at Ernst & Young LLP, where she was the New England-area director of estate and business succession planning. Previously, Judith practiced law with a specialty in estate planning at major firms in New York City.
Judith earned a Bachelor of Arts with honors from Harvard University and a Juris Doctor degree from the New York University School of Law. She was also awarded the Accredited Estate Planner® (AEP®) designation by NAEPC and obtained the Chartered Advisor in Philanthropy® (CAP®) designation through the American College of Financial Services. Judith is a fellow of the American College of Trust and Estate Counsel (ACTEC) and previously served on the board of directors of the National Association of Estate Planning Councils (NAEPC) and the board of directors of The Boston Estate Planning Council (BEPC).
The Accredited Estate Planner® designation is administered by the National Association of Estate Planners & Councils.
The CAP® is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.
