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Employee Caroline McKay
Boston 100 Federal Street, 37th Floor Boston, MA 02110
FAX NUMBER: 617-357-9602
Caroline B. McKay
Caroline McKay is a senior wealth strategist with CIBC Private Wealth’s Boston office, with over 15 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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