Judith Saxe
Director of Research - Equity at CIBC Private Wealth Advisors, Inc.
Profile
Ms. Judith A.
Saxe is a Managing Director at CIBC Private Wealth Advisors, Inc. She is on the Board of Directors at National Association of Estate Planners & Councils.
She is also the Director of Research and Education for wealth strategies and a Senior Wealth Strategist at CIBC Private Wealth.
In this role, she leads firm-wide educational initiatives related to the work of the Wealth Strategies Group, including estate, gift, philanthropic, business succession, fiduciary and legacy planning.
She also works collaboratively with clients and their advisors to create integrated estate plans, guide client families in evolving a healthy wealth culture and developing the rising generation, all as part of CIBC Private Wealth Management’s integrated wealth management process.
She has over 30 years of industry experience counseling high net worth individuals, corporate executives, owners of closely held businesses and multinationals on sophisticated estate planning designs and strategies.
She joined the firm in 2003 from Ernst & Young LLP, where she was the New England-area director of estate and business succession planning.
Previously, Judith practiced law with a specialty in estate planning at major firms in New York City.
She received her undergraduate degree from Harvard University and a graduate degree from New York University School of Law.
Judith Saxe active positions
| Companies | Position | Start |
|---|---|---|
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Director of Research - Equity | 01/03/2004 |
National Association of Estate Planners & Councils
 National Association of Estate Planners & Councils Miscellaneous Commercial ServicesCommercial Services National Association of Estate Planners & Councils is a non-profit organization that focuses on establishing and monitoring the professional and educational standards of professional estate planners and affiliated estate planning councils. It specializes in accounting, insurance, legal, trust services, philanthropic, and financial planning fields. The company was founded by H. Phillip Forrest, John G. Khouri, Joseph E. Tierney, and Frederick C. Rozelle in 1962 and is headquartered in Cleveland, OH. | Director/Board Member | - |
Former positions of Judith Saxe
| Companies | Position | End |
|---|---|---|
Stein Roe Investment Counsel LLC
 Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Corporate Officer/Principal | 28/02/2004 |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
The Boston Foundation
 The Boston Foundation Miscellaneous Commercial ServicesCommercial Services The Boston Foundation manages charitable funds. The foundation is made up of separate funds, which have been established by hundreds of donors either for the general benefit of the community or for special purposes. It is also a partner in philanthropy, making it easy for donors to give, and keeping donors informed about programs that are working. The Boston Foundation was founded in 1915 and is located in Boston, MA. | Corporate Officer/Principal | - |
Training of Judith Saxe
| Harvard University | Undergraduate Degree |
| New York University School of Law | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Finance |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Commercial Services |
The Boston Foundation
The Boston Foundation Miscellaneous Commercial ServicesCommercial Services The Boston Foundation manages charitable funds. The foundation is made up of separate funds, which have been established by hundreds of donors either for the general benefit of the community or for special purposes. It is also a partner in philanthropy, making it easy for donors to give, and keeping donors informed about programs that are working. The Boston Foundation was founded in 1915 and is located in Boston, MA. | Commercial Services |
Stein Roe Investment Counsel LLC
Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Finance |
National Association of Estate Planners & Councils
National Association of Estate Planners & Councils Miscellaneous Commercial ServicesCommercial Services National Association of Estate Planners & Councils is a non-profit organization that focuses on establishing and monitoring the professional and educational standards of professional estate planners and affiliated estate planning councils. It specializes in accounting, insurance, legal, trust services, philanthropic, and financial planning fields. The company was founded by H. Phillip Forrest, John G. Khouri, Joseph E. Tierney, and Frederick C. Rozelle in 1962 and is headquartered in Cleveland, OH. | Commercial Services |
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