Lisa Mullaney is a senior relationship manager for CIBC Private Wealth in Chicago with over 20 years of industry experience. In this role, she serves as a trusted advisor, delivering personalized investment and wealth management solutions to high-net-worth individuals, families and foundations that integrate their financial, estate, tax and philanthropic objectives.

Prior to joining the firm, Lisa served as a director at Fifth Third Bank, where she helped business owners navigate the sale and subsequent wealth plan of a private business sale. Previously, she worked in wealth management at Bank of New York Mellon and Bessemer Trust.

Lisa earned a Bachelor of Arts degree in economics from Princeton University and a Master of Business Administration degree from the Kellogg School of Management at Northwestern University. Lisa is a Certified Exit Planning Analyst (CEPA), as well as a Certified Divorce Financial Analyst (CDFA).