Tara BuckleyCFP®
Vice President•Associate Relationship Manager
Tara Buckley is an associate relationship manager in CIBC Private Wealth’s Boston office with 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.
Tara earned a Bachelor of Arts degree in international business from Saint Anselm College and CERTIFIED FINANCIAL PLANNER™ certification. In 2018, Tara was honored with CIBC’s Unsung Heroes Achievers Award and is currently an active volunteer at Make-A-Wish of Massachusetts and Rhode Island.
Disclosures
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.
