Boston, Massachusetts

100 Federal Street, 37th Floor
Boston, MA 02110

PHONE NUMBER: 617.357.9600
TOLL-FREE: 877.614.9600
FAX NUMBER: 617.357.9602

Michelle M. Lum, CFP®
Associate Vice President

Michelle Lum is a wealth strategies analyst for CIBC Private Wealth Management in Boston, with five years of industry experience. In this role, she provides analytical estate planning reports and provides support to the wealth strategies team.

Michelle earned a Bachelor of Science from Marquette University and a Juris Doctor from Hamline University School of Law. She also holds the CERTIFIED FINANCIAL PLANNER™ certification. Additionally, Michelle has been admitted to both the Massachusetts Bar and the Hawaii Bar and is a member of the Boston Bar Association and the Hawaii State Bar Association.

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.