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

Joshua S. Miller, CFP®
Managing Director

Josh Miller is a managing director and senior wealth strategist for CIBC Private Wealth Management in Boston.

Josh has 16 years of industry experience, counseling high net worth individuals, corporate executives, closely held business owners and multinationals on sophisticated estate plan designs and strategies. He works directly with clients and their advisors to create integrated estate plans, guide client families in evolving a healthy wealth culture and find solutions to develop the rising generation, all part of CIBC Private Wealth Management’s integrated wealth management process.

 

Prior to joining the firm, Josh was a senior relationship manager and wealth strategist for BNY Mellon Wealth Management, where he worked with business owners and high net worth individuals throughout the country, advising them and their families on investment management and various areas of wealth planning. Previously, he practiced at the law firm of Holland & Knight.

 

Josh received his Juris Doctor degree from Suffolk University Law School and graduated cum laude with a Bachelor of Arts from the State University of New York at Oswego. He also holds the CERTIFIED FINANCIAL PLANNER™ certification and is a Registered Trust and Estate Practitioner with STEP, the Society of Trust and Estate Practitioners.

 

Josh serves on several boards, including the Boston Estate Planning Council, where he currently serves as President, as well as the Arts & Business Council of Boston and the Society of Trust and Estate Practitioners, where Josh previously served as Treasurer.

While in private practice, he was awarded the prestigious Robert B. Fraser Award for Pro Bono Excellence from the Volunteer Lawyers for the Arts in Massachusetts. He has contributed numerous articles to publications including Trusts & Estates magazine, Massachusetts Family Business magazine, Mass. Lawyers Weekly, Private Wealth magazine and Family Wealth Report. Josh has presented at the American Bar Association, Massachusetts Continuing Legal Education, the Massachusetts Bar Association, Boston Bar Association, and BEPC. In addition, Josh is a co-host of CIBC’s Wealth Your Way financial planning podcasts.

 
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.