Valerie Donely is a senior client service manager for CIBC Private Wealth with over 5 years of industry experience. In this role, she works closely with senior relationship managers to provide comprehensive client service, account administration and fiduciary oversight for high-net-worth individuals, families and foundations.

Prior to joining the firm, Valerie was a client services manager at Bogart Wealth, LLC, where she supported high-net-worth clients and advisors through account administration, onboarding and cash management.

Valerie earned a Bachelor of Arts in history from Bryn Mawr College.