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Employee Cara McCartin
Boston 100 Federal Street, 37th Floor Boston, MA 02110
FAX NUMBER: 617-357-9602
Cara A. McCartin
Cara McCartin is a client analyst for CIBC Private Wealth Management’s Boston office. In this role, she works closely with senior relationship managers to provide comprehensive client service and administration of accounts for high net worth individuals, families and foundations.
Prior to joining the firm, Cara was a client service assistant for TFC Financial Management, in which she was responsible for portfolio account administration, providing support for client meetings and monitoring daily trade activities.
Cara earned a Bachelor of Arts degree in economics from St. Lawrence University and holds the Registered Paraplanner® certification. Additionally, she is an active volunteer with Boston Cares, a volunteer agency serving a wide array of programs throughout the Greater Boston Area, and also previously volunteered for St. Jude’s Children’s Research Hospital.
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
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