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Employee Lisa O'Connor
Boston 100 Federal Street, 37th Floor Boston, MA 02110
FAX NUMBER: 617-357-9602
Lisa L. O'Connor
Senior Vice President
Lisa O'Connor is an associate relationship manager with CIBC Private Wealth Management's Boston office, with more than 25 years of industry experience. She is an integral member of the wealth management team, where she works closely with clients' attorneys and accountants and oversees fiduciary issues and general administration of relationships.
Lisa is also a member of the firm's Discretionary Distributions Committee. Her primary responsibilities include developing and implementing strategies that help individuals and families meet their financial and investment goals. Lisa also supports senior relationship managers with more complex family relationships.
Prior to joining the firm in 1998, she began her career at Boston Safe Deposit and Trust Company, now BNY Mellon Wealth Management, where she was a trust officer and portfolio manager responsible for the investment and trust administration for investment management accounts, trusts and IRAs.
She earned a Bachelor of Science from Northeastern University and is a graduate of the New England School of Banking at Williams College. Lisa is a member of the Boston Estate Planning Council and is an active member of the Carver Cultural Council and the Jordan Hospital Club of Plymouth, MA.
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
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