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Associate Relationship Manager
Karen Paul is an associate relationship manager for CIBC Private Wealth in Boston with over 10 years of industry experience. In this role, she works closely with senior relationship managers to deliver personalized investment and wealth management solutions to high-net-worth individuals, families and foundations that integrate their financial, estate, tax and philanthropic objectives. Karen earned a Bachelor of Science degree in business administration with a concentration in finance from Northeastern University. Karen holds the CERTIFIED FINANCIAL PLANNER™ designation and was honored with a CIBC Rookie of the Year Achievers Award in 2018.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
