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Employee Liza Connelly
Boston 100 Federal Street, 37th Floor Boston, MA 02110
FAX NUMBER: 617-357-9602
Liza M. Connelly
Liza Connelly is a fiduciary advisor for CIBC Private Wealth Management, with more than 25 years of industry experience. In this role, she works closely with the firm’s wealth strategies and relationship teams to provide fiduciary expertise and trust administration support, including trust review and acceptance, trust modifications and review of other discretionary matters. Additionally, she participates in the firm’s fiduciary committees and provides other fiduciary middle office support.
Prior to joining the firm, Liza was a wealth and fiduciary strategist at Boston Private Bank & Trust Company. Previously, she was a wealth strategist at Atlantic Trust Private Wealth Management (which became part of CIBC Private Wealth in 2018), where she focused on providing extensive estate and tax planning strategies for clients with sophisticated estate plans and complex tax issues. Liza began her private wealth career as an associate in the trusts and estates department of Rackemann, Sawyer & Brewster, where she focused on estate planning, estate administration, trust administration and tax work.
She received a Bachelor of Arts degree in English literature from Miami University of Ohio, a Master of Laws degree in taxation from Boston University and a Juris Doctor from Suffolk University. Liza received the Accredited Estate Planner® designation, AEP®, in 2022. Additionally, she is a member of the Boston Estate Planning Council, is a past president of the Trusts & Estates Consortium, serves on the Mass Society for Prevention of Cruelty to Animals (MSPCA)’s Council, and is a seasonal volunteer for Community Servings, which provides meals to critically ill residents of greater Boston and Eastern Massachusetts.
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
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