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Director of Wealth Planning & Senior Wealth Strategist
Director of Wealth Planning & Senior Wealth Strategist
Theresa Marx is the director of wealth planning and a senior wealth strategist for CIBC Private Wealth with over 20 years of industry experience. As the director of wealth planning, Theresa oversees our firmwide wealth planning initiatives and leads a team of other wealth strategists across the country.
In her role as a senior wealth strategist, Theresa works closely with clients to develop and implement comprehensive wealth transfer strategies as part of CIBC Private Wealth’s integrated wealth management process. Theresa partners with clients’ attorneys, accountants and other advisors to guide clients in estate planning, tax planning and philanthropic endeavors, and to provide knowledge and insight as clients navigate life insurance programs, business succession planning and fiduciary administration.
Prior to joining the firm, Theresa was senior counsel for BMO Harris Bank N.A., where she worked closely with senior management and trust professionals on fiduciary and estate planning issues. Previously, Theresa was a partner and, earlier, an associate at Schiff Hardin LLP, where she focused her practice on estate planning for high-net-worth individuals. Her practice at Schiff Hardin included multi-generational planning, international estate planning, business succession planning, and working closely with clients and their advisors to implement a variety of wealth transfer strategies.
Theresa received a Bachelor of Science in secondary education (mathematics), summa cum laude, from the University of Dayton and a Juris Doctor, magna cum laude, from the Loyola University Chicago School of Law.
She is a member of the Chicago Bar Association, where she also serves on the Executive Committee for the Trust Law Committee. Additionally, Leading Lawyers included Theresa on its 2015 emerging lawyers℠ list.
