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Employee LaVern Pena
Austin 111 Congress Avenue, Suite 1830 Austin, TX 78701
LaVern Z. Peña
LaVern Peña is a client service manager in CIBC Private Wealth's Austin office, with more than 20 years of industry experience. In this role, she is responsible for administering individual retirement accounts, personal trusts and investment management accounts for high net worth individuals, families and foundations.
Prior to joining the firm in 2004, she was an Assistant Vice President at Wells Fargo Private Client Services and held positions as a Trust Officer and New Accounts Trust Team Manager. LaVern began her career in the financial management industry in 1996, when she joined the team at Frost Financial Management.
She supports local enterprise and non-profit organizations and formerly served as a committee chairperson at Santa Cruz Catholic School and as a board member for Teatro Humanidad. She is also actively involved in various aspects within her local community.
LaVern earned a Bachelor of Arts with a concentration in Business Administration and Management, Cum Laude, from St. Edward's University in Austin, TX. In addition, LaVern has been honored in 2015 with a CIBC Achiever’s Award and is recognized as a loyal team member for her service of over 15 years.
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
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