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Lisa M. Garcia
Chief Risk Officer
Lisa Garcia is the firm’s Chief Risk Officer and a member of the CIBC Private Wealth Management U.S. Operating Committee. With more than 35 years of industry experience, Lisa is responsible for the management of the firm's risk management platform. Since joining the firm in 2003, Lisa has served in several positions related to risk management, fiduciary services, centralized oversight, tax reporting, fund administration and charitable gift planning.
Prior to joining the firm, Lisa was the manager of client services at Loring, Wolcott, & Coolidge, a principal in the Charitable Gifts Office of State Street Global Advisors and held positions in various capacities at Mellon Private Wealth Management, including vice president and manager of the fiduciary tax department and team leader for the Planned Giving and Wholesale Trust departments. Lisa began her career at Coopers & Lybrand in New York.
She earned a Bachelor of Science in business administration from Manhattan College, a Master of Science in taxation, a Certificate of Tax Specialization and a Master of Business Administration in business ethics, with distinction, from Bentley College. Lisa is a Certified Public Accountant, a Chartered Global Management Accountant and a member of the American Institute of Certified Public Accountants.
Additionally, Lisa serves as Treasurer for the Episcopal Diocese of Massachusetts and helps identify and plan many of the Boston office’s charitable initiatives.