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

Victor S. Valenzona
Associate

Victor Valenzona is a fiduciary and tax associate in CIBC Private Wealth Management’s Boston office. In this role, he oversees the tax preparation of agency and retirement accounts and fiduciary tax returns.  He communicates with federal, state and local tax authorities to ensure timely and accurate tax filings He also works closely with trust administrators to maintain and update trust accounting information, as well as assist in reviewing and opening trust accounts.

Prior to joining the firm, Victor was a paralegal in the Philadelphia District Attorney’s Office.

Victor received a Bachelor of Liberal Arts degree in political science and criminal justice from Temple University, a Juris Doctor degree from New England Law and a Master of Laws degree in taxation from Boston University School of Law, where he also earned a certification in estate planning.

 
Representing CIBC Private Wealth Group, LLC.