Joanne Papangelis
Boston 100 Federal Street, 37th Floor Boston, MA 02110
PHONE NUMBER:
617-357-9600
TOLL-FREE:
877-614-9600
FAX NUMBER:
617-357-9602
Joanne Papangelis
, CFP®
Senior Vice President
Joanne Papangelis is a relationship manager in CIBC Private Wealth’s Boston office, with more than 25 years of industry experience. In this role, she is responsible for managing client portfolios and implementing strategies designed to help high net worth clients achieve their financial goals. She also serves as a technical resource for many of our senior relationship managers.
Prior to joining the firm in 1999, she worked at Putnam Investments as a senior performance analyst in the offshore/international performance and analytics group. She was also a senior compliance analyst for Putnam’s retail and institutional funds. Joanne began her career in the institutional accounting division of Mellon Bank.
She earned a Bachelor of Arts with a concentration in management and a minor in communications from Regis College. Joanne holds the CERTIFIED FINANCIAL PLANNER™ certification and is a member of the Financial Planning Association.
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.
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