Lisa K. Tesarik, CFA
Lisa Tesarik is a platform and product manager for CIBC Private Wealth, with more than 25 years of industry experience. She is responsible for investment manager due diligence within the Multi-Manager Investment Program’s traditional investments team. In this role, Lisa conducts research on external investment managers in a variety of asset classes, including long-only domestic and international equities, fixed income and alternatives.
She is also a member of CIBC Private Wealth Management’s Asset Allocation Committee, which sets the firm’s target asset allocation recommendations.
Prior to joining the firm, Lisa was a vice president and senior investment analyst for JPMorgan Chase’s Private Bank and Private Wealth Management Fiduciary Group. In this role, she worked closely with the chief fiduciary investment officer, who administered all investment activity for the global trust clients of the firm.
Lisa received a Bachelor of Arts degree in English from Union College and a Master of Business Administration degree in finance from DePaul University. She is a Chartered Financial Analyst® charterholder and a member of the CFA Society of Chicago. In addition, she serves on the Grant Park Music Festival’s Board of Directors.