Susan Farris, Cfa
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Susan Farris, Cfa Email & Phone Number

Managing Director at CIBC Private Wealth Management US
Location: Greater Boston, United States 8 work roles 2 schools
1 work email found @cibc.com 2 phones found area 404 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email s****@cibc.com
Direct phone (404) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
CIBC Private Wealth Management US
Role
Managing Director
Location
Greater Boston, United States
Company size
45698 employees

Who is Susan Farris, Cfa? Overview

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Quick answer

Susan Farris, Cfa is listed as Managing Director at CIBC Private Wealth Management US, a with 45698 employees, based in Greater Boston, United States. AeroLeads shows a work email signal at cibc.com, phone signal with area code 404, and a matched LinkedIn profile for Susan Farris, Cfa.

Susan Farris, Cfa previously worked as Managing Director at Windhaven Investment Management and Vice President, Private Wealth Management at Goldman Sachs. Susan Farris, Cfa holds Ba, Economics, Magna Cum Laude from Cornell University.

Company email context

Email format at CIBC Private Wealth Management US

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*@cibc.com
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AeroLeads found 1 current-domain work email signal for Susan Farris, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Susan Farris, Cfa

Susan Farris, Cfa is a Managing Director at CIBC Private Wealth Management US. She possess expertise in investments, investment management, fixed income, asset allocation, wealth management and 26 more skills. She is proficient in German and French.

Listed skills include Investments, Investment Management, Fixed Income, Asset Allocation, and 27 others.

Current workplace

Susan Farris, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

CIBC Private Wealth Management US
Cibc Private Wealth Management Us
Managing Director
Boston, MA, US
Website
cibc.com
Employees
45698
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Company profile
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8 roles · 38 years

Susan Farris, Cfa work experience

A career timeline built from the work history available for this profile.

Managing Director

Current
Cibc Private Wealth Management Us

Boston

Susan Farris is a managing director and senior relationship manager with more than 20 years of experience helping high net worth families achieve their wealth management goals. She works closely with families to design thoughtful investment solutions that integrate philanthropic, estate and tax planning objectives. CIBC Private Wealth Management was formerly known as Atlantic Trust Private Wealth Management.

Jun 2014 - Present

Managing Director

Windhaven Investment Management

Boston

Windhaven Investment Management is an SEC-registered investment advisory firm serving high net worth individuals, trusts, retirement plans, foundations and endowments. Prior to 2010, Windhaven was known as Windward Investment Management.

Sep 2007 - Jun 2014

Vice President, Private Wealth Management

Goldman Sachs

Miami

Dec 2004 - Sep 2007

Vice President, Private Wealth Management

Goldman Sachs

Zurich, Switzerland

Oct 1998 - Dec 2004

Fixed Income Analyst, Sales And Trading

Ubs

Zurich, Switzerland And London, Uk

Aug 1995 - Oct 1998

European Internal Auditor

Cargill

London, United Kingdom

1989 - 1990 ~1 yr
Team & coworkers

Colleagues at CIBC Private Wealth Management US

Other employees you can reach at cibc.com. View company contacts for 45698 employees →

MW Marek Wimmer Marek Wimmer Colleague at Cibc Private Wealth Management UsOakville, Ontario, Canada View → SC Sabina Chhetri Sabina Chhetri Colleague at Cibc Private Wealth Management UsOttawa, Ontario, Canada View → JA Jackie Alles Jackie Alles Colleague at Cibc Private Wealth Management UsSeaforth, Ontario, Canada View → AC Avijeet Chowdhury Avijeet Chowdhury Colleague at Cibc Private Wealth Management UsToronto, Ontario, Canada View → AJ Asha Jose Asha Jose Colleague at Cibc Private Wealth Management UsMississauga, Ontario, Canada View → JT Johnny Tran Johnny Tran Colleague at Cibc Private Wealth Management UsCanada View → OS Olga Scorpan Olga Scorpan Colleague at Cibc Private Wealth Management UsMontreal, Quebec, Canada View → RA Renee Alexander Renee Alexander Colleague at Cibc Private Wealth Management UsFort Mcmurray, Alberta, Canada View → SM Scott Mclaughlin Scott Mclaughlin Colleague at Cibc Private Wealth Management UsWinnipeg, Manitoba, Canada View → LY Lexi Yang Lexi Yang Colleague at Cibc Private Wealth Management UsWaterloo, Ontario, Canada View →
2 education records

Susan Farris, Cfa education

FAQ

Frequently asked questions about Susan Farris, Cfa

Quick answers generated from the profile data available on this page.

What company does Susan Farris, Cfa work for?

Susan Farris, Cfa works for CIBC Private Wealth Management US.

What is Susan Farris, Cfa's role at CIBC Private Wealth Management US?

Susan Farris, Cfa is listed as Managing Director at CIBC Private Wealth Management US.

What is Susan Farris, Cfa's email address?

AeroLeads has found 1 work email signal at @cibc.com for Susan Farris, Cfa at CIBC Private Wealth Management US.

What is Susan Farris, Cfa's phone number?

AeroLeads has found 2 phone signal(s) with area code 404 for Susan Farris, Cfa at CIBC Private Wealth Management US.

Where is Susan Farris, Cfa based?

Susan Farris, Cfa is based in Greater Boston, United States while working with CIBC Private Wealth Management US.

What companies has Susan Farris, Cfa worked for?

Susan Farris, Cfa has worked for Cibc Private Wealth Management Us, Windhaven Investment Management, Goldman Sachs, Ubs, and Cahners Publishing.

Who are Susan Farris, Cfa's colleagues at CIBC Private Wealth Management US?

Susan Farris, Cfa's colleagues at CIBC Private Wealth Management US include Marek Wimmer, Sabina Chhetri, Jackie Alles, Avijeet Chowdhury, and Asha Jose.

How can I contact Susan Farris, Cfa?

You can use AeroLeads to view verified contact signals for Susan Farris, Cfa at CIBC Private Wealth Management US, including work email, phone, and LinkedIn data when available.

What schools did Susan Farris, Cfa attend?

Susan Farris, Cfa holds Ba, Economics, Magna Cum Laude from Cornell University.

What skills is Susan Farris, Cfa known for?

Susan Farris, Cfa is listed with skills including Investments, Investment Management, Fixed Income, Asset Allocation, Wealth Management, Equities, Investment Strategies, and Investment Advisory.

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