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Employee Thomas Walsh
Boston 100 Federal Street, 37th Floor Boston, MA 02110
FAX NUMBER: 617-357-9602
Thomas P. Walsh
, CFA, CTFA
Tom Walsh is a senior relationship manager in CIBC Private Wealth Management's Boston office with over 10 years of industry experience. In this role, he develops and implements wealth management solutions for high net worth families, foundations and endowments.
Previously, Tom was a portfolio manager with the Investment Solutions Group of State Street Global Advisors, where he specialized in the management of foundations, endowments and charitable trusts and was responsible for setting asset allocations and reviewing portfolios with clients.
Tom earned a Bachelor of Science in math from Adelphi University and a Master of Business Administration with a concentration in finance from Long Island University. He also holds the Chartered Financial Analyst® and the Certified Trust and Financial Advisor (CTFA) certifications.
In addition, Tom serves as a Commissioner of Trust Funds for the Town of Topsfield, MA, and as a corporate trustee for the Trustees of Reservations. In 2016, Tom was honored by his colleagues with a CIBC GEM (Goes the Extra Mile) Achievers Award.
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
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