
Karolina BednarskaAEP®, CFP®
Senior Vice President•Business Development Officer
Karolina BednarskaAEP®, CFP®
Senior Vice President•Business Development Officer
Karolina Bednarska is a senior vice president representing CIBC Private Wealth in Florida, with more than 20 years of industry experience. In this role, she fosters new and existing relationships with high net-worth clients, family offices, foundations, endowments and key intermediaries.
Karolina joined the firm from J.P. Morgan Private Bank, where she was a vice president responsible for managing private banking relationships of wealthy individuals and families. She oversaw a wealth management team that implemented strategies designed to help clients achieve their goals in the areas of investment management, banking, credit, trust and estate planning, and philanthropy.
Previously, she was a private banker with Wells Fargo Bank in New York and Florida, where she led growth efforts and managed relationships for high -net -worth families and institutions.
Karolina earned Bachelor of Science degrees in finance and psychology from the University of Pittsburgh. Karolina holds the CERTIFIED FINANCIAL PLANNER™ and The Accredited Estate Planner® designations, and she completed a Certificate in Financial Planning from Boston University.
She enjoys being active in her community, where she serves as the President of the East Coast Estate Planning Council, a member of the Leadership Council and mentor for Women of Tomorrow, a member of the Professional Advisory Committee for the Rehabilitation Center for Children and Adults, founding member of Professional Advisory Council for Place of Hope, and a member of the Greater Boca Raton Estate Planning Council.
Disclosures
The Accredited Estate Planner® designation is administered by the National Association of Estate Planners & Councils.
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.
