Employee Lisa Massini

181 West Madison Street, 36th Floor
Chicago, IL 60602

PHONE NUMBER: 312-368-7700
TOLL-FREE: 800-505-1720

Lisa A. Massini

Account Manager

Lisa Massini is a client service manager for CIBC Private Wealth Management, with 16 years of experience in the financial services industry. She provides administrative assistance for client documentation and works with custodians to coordinate account changes, cash management, charitable gift requests, and tax reporting inquiries.

Prior to joining Team Geneva Advisors, which became part of CIBC in 2017, Lisa was employed at William Blair & Company, where she began her financial career. 

Representing CIBC Private Wealth Advisors, Inc.

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.


View latest insights

Contact Us Employee