Lisa O’Connor is an associate relationship manager in CIBC Private Wealth’s Boston office with over 40 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. Lisa is also a member of the firm’s Discretionary Distributions Committee. Her primary responsibilities include developing and implementing strategies that help individuals and families meet their financial and investment goals. Lisa also supports senior relationship managers with more complex family relationships.

Prior to joining the firm in 1998, she began her career at Boston Safe Deposit and Trust Company, now BNY Mellon Wealth Management, where she was a trust officer and portfolio manager responsible for the investment and trust administration for investment management accounts, trusts and IRAs.

She earned a Bachelor of Science from Northeastern University and is a graduate of the New England School of Banking at Williams College. Lisa is a member of the Boston Estate Planning Council and is an active member of the Carver Cultural Council and the Jordan Hospital Club of Plymouth, MA.