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Senior Wealth Strategies Professional & Fiduciary Representative
Senior Wealth Strategies Professional & Fiduciary Representative
Becky Milliman is a senior wealth strategist for CIBC Private Wealth in Chicago with over 25 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 2002, Becky was a firm associate with Frye Louis Capital Management Inc, where she was responsible for the ongoing review and assessment of wealthy family financial affairs. Previously, Becky practiced law with Katten Law as an associate in the estate planning and tax department.
Becky earned a law degree summa cum laude from the University of Illinois Chicago School of Law and a Bachelor of Arts from Drake University.
She serves on the Northwestern Lake Forest Hospital Women’s Board in Illinois, and her analysis has appeared in The Wall Street Journal. In 2014, she was honored with a CIBC MVP Achievers Award.
Representing CIBC Private Wealth Group, LLC and its subsidiaries
