Carli J. Wilson

Senior Vice President

Carli Wilson is the fiduciary new business advisor for CIBC Private Wealth. In this role, she provides fiduciary review of all new business opportunities involving trust accounts and collaborates with colleagues across the US to ensure that new trust relationships get established in ways that are consistent with fiduciary and compliance requirements. She also works with her team to create and implement fiduciary policies, procedures and best practices.

Prior to joining the firm, Carli was a trust principal at Glenview Trust Company, where she partnered with clients and their advisors to develop multi-generational trust strategies and provide tailored trust administration and advisory solutions. Previously, Carli was also a trust officer at Fifth Third Private Bank, and earlier in her career, she practiced residential and commercial real estate law as an associate attorney.

Carli earned a Bachelor of Arts in literature from the University of Louisville, a Juris Doctor from the University of Kentucky College of Law and a Master of Business Administration from the University of Kentucky, Gatton College of Business and Economics. She is a member of the Kentucky Bar Association and the Junior League of Chicago.