Boston, Massachusetts

100 Federal Street, 37th Floor
Boston, MA 02110

PHONE NUMBER: 617.357.9600
TOLL-FREE: 877.614.9600
FAX NUMBER: 617.357.9602

Eric S. Riak, CFP®
Managing Director

Eric Riak is a senior client relationship manager in CIBC Private Wealth Management’s Boston office, with more than 25 years of industry experience.

In this role, he focuses on clients that require complex tax and investment strategies, working closely with clients’ outside advisors and overseeing the overall asset allocation and customized reporting for portfolios. Eric is also a member of the firm’s Multi-Manager Investment Committee, which reviews and approves long-only and alternative asset class managers used in client portfolios.

Prior to joining in 1998, Eric was a senior accountant in Executive Monetary Management’s tax consulting group. He began his career in Arthur Andersen’s personal financial planning group.

Eric earned a Bachelor of Science in Business Administration with a concentration in accounting from Washington University and holds the Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ certifications. He is a member of the American Institute of CPAs, the Massachusetts Society of CPAs, the Financial Planning Association and the Boston Estate Planning Council.

Eric also serves as treasurer of the board of trustees for the Neighborhood House Charter School, where he is a member of the executive committee and chairs the finance committee. Additionally, he serves as treasurer of the board of the newly formed Newton Little League, a local children’s baseball league. He is a former member of the board of investments for the First Unitarian Society of Newton and the investment committee for the Ocular Immunology & Uveitis Foundation at the Massachusetts Eye Research and Surgery Institution.

 
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.