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Employee Caroline McKay

Boston
100 Federal Street, 37th Floor
Boston, MA 02110

PHONE NUMBER: 617-357-9600
TOLL-FREE: 877-614-9600
FAX NUMBER: 617-357-9602

Caroline B. McKay

Senior Vice President

Caroline McKay is a senior wealth strategist with CIBC Private Wealth’s Boston office, and has 13 years of industry experience. In this role, she works closely with relationship managers and clients to develop and implement estate and wealth transfer strategies as part of the firm’s integrated wealth management process. 

Prior to joining CIBC Private Wealth, Caroline served as assistant vice president and head of the Advanced Markets Department at John Hancock Insurance. In this role, she provided advanced tax, business and estate planning support to insurance professionals, financial advisors, certified public accountants and attorneys. Caroline has been a frequent speaker at prominent industry events and is the author of several articles related to estate and tax planning.  

Caroline earned a Bachelor of Arts degree in history, magna cum laude, from Colby College; a Juris Doctor degree from Suffolk University, cum laude; and a Master of Laws degree in taxation from New York University School of Law.

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


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CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

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Employee Caroline Bowne

Boston
100 Federal Street, 37th Floor
Boston, MA 02110

PHONE NUMBER: 617-357-9600
TOLL-FREE: 877-614-9600
FAX NUMBER: 617-357-9602

Caroline M. Bowne

, CTFA

Senior Associate

Caroline Bowne is a senior client service associate in CIBC Private Wealth Management’s Boston office. In this role, she works closely with relationship managers to provide comprehensive client service and administration of accounts for high net worth individuals, families and foundations.

Previously, Caroline was an intern at the Maine Department of Labor, where she was responsible for creating and maintaining standard operating procedures for operating functions within the tax division.

She earned a Bachelor of Science degree in management and business from Skidmore College and holds the Certified Trust and Financial Advisor (CTFA) designation. In 2016, she was honored with the CIBC Rookie of the Year Achievers Award. 

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights