Lisa Mullaney
![](/documents/607513/1015486/Headshots+-+2024-04-03T141945.587.png/e8e1c3e1-54d7-2072-aa32-d7ea0b61500c?t=1712246477223)
Chicago 181 West Madison Street, 36th Floor Chicago, IL 60602
Phone number:
312-368-7700
Toll-free:
800-505-1720
Lisa Mullaney
, CEPA, CDFA
Managing Director
Lisa Mullaney is a relationship manager at CIBC Private Wealth, with over 20 years of industry experience. In this role, she works with high net worth families on a wide range of investment and financial planning matters, focusing on how to preserve, manage, and transfer wealth for current and future generations.
Prior to joining the firm, Lisa served as a director at Fifth Third Bank where she helped business owners navigate the sale and subsequent wealth plan of a private business sale. Previously, she worked in wealth management at Bank of New York Mellon and Bessemer Trust.
Lisa earned a Bachelor of Arts degree in economics from Princeton University and holds her MBA from the Kellogg School of Management at Northwestern University. Lisa is a Certified Exit Planning Analyst, CEPA, as well as a Certified Divorce Financial Analyst, CDFA.
Representing CIBC Private Wealth Advisors, Inc.
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