Eric Riak
Boston 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 on the investment committee for the Ocular Immunology & Uveitis Foundation at the Massachusetts Eye Research and Surgery Institution. He is a former member of the board of investments for the First Unitarian Society of Newton as well as the former treasurer of the board for the Newton Little League, a local children’s baseball league. He was also listed in Barron’s Top Advisor Rankings by State in 2021 and 2022.
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.
2021, Barron's, "America's Top Advisor Rankings“
Eric Riak placed 23 out of 30 Massachusetts advisors in this annual ranking published in March 2021 with data provided as of 09/30/2020.
2022, Barron's, "America's Top Advisor Rankings“
Eric Riak placed 13 out of 30 Massachusetts advisors in this annual ranking published in March 2022 with data provided as of 09/30/2021.
Barron’s “Top Advisor Rankings” and “America’s Top Advisor Rankings” are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work as reported to Barron’s in a survey.
Rankings, ratings or awards may not be representative of any specific client's experience. Any reference to a ranking, rating or an award provides no guarantee for future performance results and is not constant over time.
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