Kimberly Dwyer
Boston 100 Federal Street, 37th Floor Boston, MA 02110
Phone number:
617-357-9600
Toll-free:
877-614-9600
Fax number:
617-357-9602
Kimberly A. Dwyer
Managing Director
Kim Dwyer is a senior relationship manager with more than 35 years of experience in the trust and investment management industry. In this role, her primary focus is providing comprehensive client service through investment and wealth management solutions that incorporate estate and tax planning strategies.
Kim began her career at State Street Bank & Trust Company, where she was a trust officer and portfolio manager. Prior to joining the firm in 2000, Kim was an associate vice president at Eastern Bank & Trust Company.
She earned a Bachelor of Science from Brigham Young University and is a graduate of the New England School of Banking at Williams College. Kim is a member of the Boston Estate Planning Council, serves as a board member of the Boston chapter of the BYU Management Society and is a member of the East Coast Advisory Board for the Young Investor’s Society.
Kimberly was also included in Barron’s Top 100 Women Advisors in 2021.
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
2018, Family Wealth Report, “Women in Wealth Management (Individual—WM Organizations)”
March 9, 2018. Kimberly Dwyer was one of eight candidates shortlisted and the only candidate “highly commended” in this category. The award recognizes a woman in private banking or wealth management determined by a panel of judges to be an inspiration to female clients and colleagues with information provided as of Sept. 2017.
2018, Barron’s “Top Women Financial Advisors”
The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices as assessed by Barron’s. Ranking is based on self-reported information via survey as of 3.31.2018. Of the 100 women advisors, Kimberly Dwyer ranked 52.
2019, Barron’s “Top Women Financial Advisors”
The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices as assessed by Barron’s. Ranking is based on self-reported information via survey as of 3.31.2019. Of the 100 women advisors, Kimberly Dwyer ranked 90.
2021, Barron’s “Top Women Financial Advisors”
June 18, 2021. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices as assessed by Barron’s. Ranking is based on self-reported information via survey as of 3.31.2021. Of the 100 women advisors, Kimberly Dwyer ranked 99.
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.
Latest financial insights & resources
CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.