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.