Liza M. Connelly

Managing Director

Liza Connelly is the director of trust and estate services for CIBC Private Wealth, with more than 25 years of industry experience. In this role, she manages a team of regional fiduciary advisors, trust advisors and estate settlement advisors who provide fiduciary expertise, estate settlement and trust administration support, including trust review and acceptance, trust modifications, post-death and ongoing trust administration matters, and review of other discretionary matters. Additionally, she is the chair of the firm’s fiduciary discretionary committees and provides other fiduciary middle office support for both CIBC National Trust Company and CIBC Delaware Trust Company.​

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 Juris Doctor from Suffolk University and a Master of Laws degree in taxation from Boston 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 Advisory Council, and is a seasonal volunteer for Community Servings, which provides meals to critically ill residents of greater Boston and across Massachusetts.