Lisa A. Massini
Account Manager

Lisa Massini is a client service manager for CIBC Private Wealth Management, with 16 years of experience in the financial services industry. She provides administrative assistance for client documentation and works with custodians to coordinate account changes, cash management, charitable gift requests, and tax reporting inquiries.

Prior to joining Team Geneva Advisors, which became part of CIBC in 2017, Lisa was employed at William Blair & Company, where she began her financial career.