Chicago, Illinois

120 S. LaSalle Street
Chicago, IL 60603

PHONE NUMBER: 312.564.2000
TOLL-FREE: 877.448.6500

Lisa K. Tesarik, CFA
Managing Director

Lisa Tesarik is a platform and product manager for CIBC Private Wealth Management, with more than 20 years of industry experience. In this role, she oversees manager selection, monitors approved solutions and formulates investment strategies for client portfolios. Lisa chairs the firm’s Due Diligence Committee and is a member of the Investment and Asset Allocation committees.

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.