CIBC Private Wealth

Leveraging our legacy to help build yours

Your achievements, your family, your vision. Our personal attention, our deep resources, our independent advice.

Advisors who know you.
An institution that stands behind you.

CIBC Private Wealth combines high-touch personalized service with the deep expertise of one of North America’s flagship financial institutions. With us, you build a lifelong relationship with an advisor who wants to be your first call for anything you need. You also gain access to a deep bench of specialists across the financial landscape.

assets under management and administration

^{as of July 31, 2026}

of financial strength and stability

client retention

^{1-year retention for clients with >$5 million in AUM}

What makes us different

Who we serve

Serving those who seek more than wealth

Your financial journey goes beyond numbers. Significant wealth requires bespoke solutions designed around your life, your goals and your vision for the future.

Who we serve

Affluent individuals and families

Shaping your financial future, together.

You want to turn your growing wealth in to lasting financial security. We act as your sounding board and drive financial confidence, helping you strategically harness the momentum you’re building with your money.

See how we support affluent individuals and families

Latest Insight

Beyond the balance sheet

Comprehensive wealth planning is about more than tax efficiency, investment strategy and the orderly transfer of financial assets. It is also about helping families prepare for the practical and emotional realities that come with wealth transfer.

Multi-generational families

Powering your purpose.

Your goals are complex and deeply personal. From investment management and wealth planning to estate and family office services, we partner with you to grow, preserve and purposefully deploy your wealth in ways that matter most.

See how we support multi-generational families

Latest Insight

The stock market is earning new highs

Endowments and foundations

Maximizing the impact of your mission.

You make a mark on your community — and you want your legacy to last for generations. We offer mission-aligned strategies that bring fiduciary oversight to governance, asset allocation, tax strategies and detailed reporting.

See how we support endowments and foundations

Women and wealth

Navigating life’s biggest moments with confidence.

You bring a clear perspective on wealth and its role in your life. We collaborate with you to preserve and direct your wealth with intention — across changing circumstances and generations.

See how we support women and wealth

Latest Insight

Good Dirt

Author Charmaine Wilkerson discusses "Good Dirt," a sweeping story in which a family heirloom becomes a vessel for history, identity, grief, and renewal. Then, CIBC's Linda Beerman, Head of Wealth Strategies, shares insights into the practical and emotional intricacies of preserving and passing on tangible personal property.

Business owners and entrepreneurs

Integrating personal wealth and business value.

Your personal and business finances are deeply intertwined. We coordinate everything from tax and insurance strategies to exit and succession planning so you can focus on scaling your business.

See how we support business owners and entrepreneurs

Latest Insight

Benefits of a Delaware trust for your business

Trusts can offer broad flexibility for structuring and managing assets. If you’re considering transferring your interest in a privately held business to a trust, you’ll need to decide where to establish that trust. Delaware is often considered an

Wealth solutions

Comprehensive support for complex financial lives

Bespoke wealth plans built by a team of specialists, quarterbacked by an advisor who deeply understands your unique needs and goals.

Investment management

Proactive and independent portfolio management to drive outperformance in ever-changing markets.

Wealth planning

Comprehensive wealth management to simplify complexity and harness possibility in your lifestyle, legacy and philanthropic vision.

Trust and fiduciary services

Trustee management services that oversee and execute your intentions in accordance with your objectives.

Private banking

Banking solutions tailored to optimize liquidity and align to your wealth plan.

Family Office

A well-defined organizational structure for your family enterprise to achieve goals and meet the needs of each generation.

How we support your goals

Our people

Building lifelong relationships, milestone by milestone

Learn more about a team driven by experience, expertise and an unwavering focus on you and your best interests.

John S. "Jack" Markwalter Jr.

CEO•Chief Executive Officer

Atlanta, GA

Linda Beerman

Managing Director•Head of Wealth Strategies

Atlanta, GA

Gary Pzegeo

Managing Director•Chief Investment Officer

Boston, MA

Daniel Sullivan Jr.

Managing Director•Head of Private, Personal & Digital Banking

Chicago, IL

W. Scott Thompson III

Managing Director•President of CIBC Family Office & Senior Relationship Manager

Atlanta, GA

Robert McKeon

Managing Director•Chief Fiduciary Officer

New York, NY

Meet our leadership team

Insights and perspectives

Markets & Economy

Why Add Private Lending to a Balanced Portfolio Amid Rising Rates?

Weekly market perspective

Corporate profits sustain the bull market

Markets & Economy

October investment bulletin

Women's Circle

Good Dirt

All insights

Awards and accolades

Your success is our success

Top 100 RIA Firms

2026, Barron's, "Top 100 RIA Firms"

For all years – Rankings are focused on private wealth management assets and include metrics on succession planning, growth, client segmentation, technology spending, and staff diversity.
CIBC Private Wealth placed 8 of 100 firms in this list published September 11, 2026 with information provided as of June 30, 2026.

2025, Barron's, "Top 100 RIA Firms"

CIBC Private Wealth placed 6 of 100 firms in this list published September 12, 2025 with information provided as of June 30, 2025.

2024, Barron's, "Top 100 RIA Firms"

CIBC Private Wealth placed 2 of 100 firms in this list published September 13, 2024 with information provided as of June 30, 2024.

2023, Barron's, "Top 100 RIA Firms"

CIBC Private Wealth placed 6 of 100 firms in this list published September 18, 2023.

2022, Barron's, "Top 100 RIA Firms"

CIBC Private Wealth placed 7 of 100 firms in this list published September 19, 2022 with information provided as of June 30, 2022.

2021, Barron's, "Top 100 RIA Firms"

CIBC Private Wealth placed 4 of 100 firms in the list published September 17, 2021 with information provided as of June 30, 2021.

2020, Barron's, "Top 100 RIA Firms"

CIBC Private Wealth placed 2 of 100 firms in the list published September 14, 2020 with information provided as of June 30, 2020.

RIA Ranking

2026, Financial Advisor, "RIA Ranking"

2026, Financial Advisor, “RIA Ranking, Discretionary & Non-Discretionary AUM” CIBC Private Wealth placed 13 of 516 firms in this ranking published July 2026. To be eligible, firms must be registered investment advisors and have at least $50 million in assets under management (“AUM”), as reported on Form ADV as of 12.31.2025. Ranking is based on AUM reported on Form ADV.

2025, Financial Advisor, "RIA Ranking"

CIBC Private Wealth placed 12 of 366 firms in this ranking published July 2025. To be eligible, firms must be registered investment advisors and have at least $50 million in assets under management (“AUM”), as reported on Form ADV as of 12.31.2024. Ranking is based on AUM reported on Form ADV.

2024, Financial Advisor, "RIA Ranking"

CIBC Private Wealth placed 11 of 431 firms in this ranking published July 2024. To be eligible, firms must be registered investment advisors and have at least $50 million in assets under management (“AUM”), as reported on Form ADV as of 12.31.2023. Ranking is based on AUM reported on Form ADV.

Top Advisors by State

2026, Barron's, "Top Advisors by State"

Alexandra placed 43 out of 125 New York advisors in this annual ranking published in March 2026 with data provided as of 9.30.2025.

2026, Barron's, "Top Advisors by State"

Bas Solleveld placed in the 2026 Texas advisors ranking. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices as assessed by Barron’s.

2026, Barron's, "Top Advisors by State"

Eric Propper ranked 36 out of 125 Florida advisors in this annual ranking published in March 2026 with data provided as of 9/30/25.

2026, Barron's, "Top Advisors by State"

Eric Riak ranked 31 out of 35 Massachusetts advisors in this annual ranking published in March 2026 with data provided as of 09/30/25.

2026, Barron's, "Top Advisors by State"

J. Kent Nossaman, Jr. placed in the 2026 Colorado advisors ranking. Ranking reflects volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices as assessed by Barron’s.

2026, Barron's, "Top Advisors by State"

Tom Bridges placed 3 out of 75 Illinois advisors in this annual ranking published in March 2026 with data provided as of 09/30/25.

2026, Barron's, "Top Advisors by State"

Vicken Ekmekjian placed 48 out of 125 California advisors in this annual ranking published in March 2026 with data provided as of 09/30/25.

2025, Barron's, "Top Advisors by State"

The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices as assessed by Barron’s. Ranking is based on self-reported information via survey as of 09.30.2024. Tom Bridges ranked 4 out of 60 Illinois advisors. Rankings, ratings or awards may not be representative of any specific client’s experience. Any reference to a ranking, rating or an award provides no guarantee for future performance results and is not constant over time.

2025, Barron's, "Top Advisors by State"

2024, Barron's, "Top Advisors by State"

2022, Barron's, "Top Advisors by State"

Alexandra Fuhrmann placed 25 out of 120 New York advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Charles Hoke placed 19 out of 30 Georgia advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Dee Ann Schedler placed 12 out of 24 D.C. advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Eric Propper placed 100 out of 120 New York advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Eric Riak placed 13 out of 30 Massachusetts advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Scott Thompson placed 25 out of 30 Georgia advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Tom Bridges placed 9 out of 60 Illinois advisors in this ranking published in March 2022. Rankings are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work as reported to Barron’s in a survey.

2022, Barron's, "Top Advisors by State"

Vicken Ekmekjian placed 47 out of 120 California advisors in this ranking published in March 2022.

2021, Barron's, "Top Advisors by State"

Alexandra Fuhrmann placed 27 out of 120 New York advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Charles Hoke placed 20 out of 30 Georgia advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Eric Propper placed 87 out of 120 New York advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Eric Riak placed 23 out of 30 Massachusetts advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Kishore Setty placed 115 out of 120 New York advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Scott Thompson placed 24 out of 30 Georgia advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Tom Bridges placed 14 of 60 Illinois advisors in this ranking published in March 2021. Rankings are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work as reported to Barron’s in a survey.

2021, Barron's, "Top Advisors by State"

Vicken Ekmekjian placed 39 out of 120 California advisors in this ranking published in March 2021.

2020, Barron's, "Top Advisors by State"

Alexandra Fuhrmann placed 62 of 120 New York advisors in this ranking published in March 2020.

2020, Barron's, "Top Advisors by State"

Eric Propper placed 115 of 120 New York advisors in this ranking published in March 2020.

2020, Barron's, "Top Advisors by State"

Scott Thompson placed 22 of 30 Georgia advisors in this ranking published in March 2020.

2020, Barron's, "Top Advisors by State"

Tom Bridges placed 43 of 60 Illinois advisors in this ranking published in March 2020. Rankings are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work as reported to Barron’s in a survey.

2020, Barron's, "Top Advisors by State"

Vicken Ekmekjian, CFA®, placed 41 of 120 California advisors in this ranking published in March 2020.

2019, Barron's, "Top Advisors by State"

Eric Propper placed 103 of 120 New York state advisors in this ranking published in March 2019.

2019, Barron's, "Top Advisors by State"

Scott Thompson placed 21 of 29 Georgia advisors in this ranking published in March 2019.

2019, Barron's, "Top Advisors by State"

Vicken Ekmkejian placed 50 of 120 California advisors in this ranking published in March 2019.

2018, Barron's, "Top Advisors by State"

Eric Propper placed 108 of 120 New York state advisors in this ranking published in March 2018.

2018, Barron's, "Top Advisors by State"

Vicken Ekmkejian placed 40 of 120 California advisors in this ranking published in March 2018.

Best Multi-Family Office $25 billion and over

2026, Private Asset Management (PAM), "Best Multi-Family Office $25 billion and over"

February 5, 2026. The detailed information provided by CIBC Private Wealth Management for “Best Multi-Family Office $26bn and over” award included information on both internal and external strategies. The firm was one of six shortlisted for this award, and the only firm to win. Criteria used included delivery of client objectives through risk-adjusted performance, quality of tax, estate and other services to meet the needs of HNW/UHNW with information provided as of October 2025.

2022, Private Asset Management (PAM), "Best Multi-Family Office $25 billion and over"

February 17, 2022. The detailed information provided by CIBC Private Wealth for “Best Multi-Family Office $25bn and over” award included information on both internal and external strategies. The firm was one of four shortlisted for this award, and was the only firm to win this award. Criteria used included delivery of client objectives through risk-adjusted performance, quality of tax, estate and other services to meet the needs of HNW/UHNW clients, and client service demonstrated through client testimonials with information provided as of September 2021.

Top 100 RIA Firms

2026, Barron's, "Top 100 RIA Firms"

2025, Barron's, "Top 100 RIA Firms"

CIBC Private Wealth placed 6 of 100 firms in this list published September 12, 2025 with information provided as of June 30, 2025.

2024, Barron's, "Top 100 RIA Firms"

CIBC Private Wealth placed 2 of 100 firms in this list published September 13, 2024 with information provided as of June 30, 2024.

2023, Barron's, "Top 100 RIA Firms"

CIBC Private Wealth placed 6 of 100 firms in this list published September 18, 2023.

2022, Barron's, "Top 100 RIA Firms"

CIBC Private Wealth placed 7 of 100 firms in this list published September 19, 2022 with information provided as of June 30, 2022.

2021, Barron's, "Top 100 RIA Firms"

CIBC Private Wealth placed 4 of 100 firms in the list published September 17, 2021 with information provided as of June 30, 2021.

2020, Barron's, "Top 100 RIA Firms"

CIBC Private Wealth placed 2 of 100 firms in the list published September 14, 2020 with information provided as of June 30, 2020.

RIA Ranking

2026, Financial Advisor, "RIA Ranking"

2025, Financial Advisor, "RIA Ranking"

2024, Financial Advisor, "RIA Ranking"

Top Advisors by State

2026, Barron's, "Top Advisors by State"

Alexandra placed 43 out of 125 New York advisors in this annual ranking published in March 2026 with data provided as of 9.30.2025.

2026, Barron's, "Top Advisors by State"

Eric Propper ranked 36 out of 125 Florida advisors in this annual ranking published in March 2026 with data provided as of 9/30/25.

2026, Barron's, "Top Advisors by State"

Eric Riak ranked 31 out of 35 Massachusetts advisors in this annual ranking published in March 2026 with data provided as of 09/30/25.

2026, Barron's, "Top Advisors by State"

Tom Bridges placed 3 out of 75 Illinois advisors in this annual ranking published in March 2026 with data provided as of 09/30/25.

2026, Barron's, "Top Advisors by State"

Vicken Ekmekjian placed 48 out of 125 California advisors in this annual ranking published in March 2026 with data provided as of 09/30/25.

2025, Barron's, "Top Advisors by State"

2024, Barron's, "Top Advisors by State"

2022, Barron's, "Top Advisors by State"

Alexandra Fuhrmann placed 25 out of 120 New York advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Charles Hoke placed 19 out of 30 Georgia advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Dee Ann Schedler placed 12 out of 24 D.C. advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Eric Propper placed 100 out of 120 New York advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Eric Riak placed 13 out of 30 Massachusetts advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Scott Thompson placed 25 out of 30 Georgia advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Vicken Ekmekjian placed 47 out of 120 California advisors in this ranking published in March 2022.

2021, Barron's, "Top Advisors by State"

Alexandra Fuhrmann placed 27 out of 120 New York advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Charles Hoke placed 20 out of 30 Georgia advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Eric Propper placed 87 out of 120 New York advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Eric Riak placed 23 out of 30 Massachusetts advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Kishore Setty placed 115 out of 120 New York advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Scott Thompson placed 24 out of 30 Georgia advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Vicken Ekmekjian placed 39 out of 120 California advisors in this ranking published in March 2021.

2020, Barron's, "Top Advisors by State"

Alexandra Fuhrmann placed 62 of 120 New York advisors in this ranking published in March 2020.

2020, Barron's, "Top Advisors by State"

Eric Propper placed 115 of 120 New York advisors in this ranking published in March 2020.

2020, Barron's, "Top Advisors by State"

Scott Thompson placed 22 of 30 Georgia advisors in this ranking published in March 2020.

2020, Barron's, "Top Advisors by State"

Vicken Ekmekjian, CFA®, placed 41 of 120 California advisors in this ranking published in March 2020.

2019, Barron's, "Top Advisors by State"

Eric Propper placed 103 of 120 New York state advisors in this ranking published in March 2019.

2019, Barron's, "Top Advisors by State"

Scott Thompson placed 21 of 29 Georgia advisors in this ranking published in March 2019.

2019, Barron's, "Top Advisors by State"

Vicken Ekmkejian placed 50 of 120 California advisors in this ranking published in March 2019.

2018, Barron's, "Top Advisors by State"

Eric Propper placed 108 of 120 New York state advisors in this ranking published in March 2018.

2018, Barron's, "Top Advisors by State"

Vicken Ekmkejian placed 40 of 120 California advisors in this ranking published in March 2018.

Best Multi-Family Office $25 billion and over

2026, Private Asset Management (PAM), "Best Multi-Family Office $25 billion and over"

2022, Private Asset Management (PAM), "Best Multi-Family Office $25 billion and over"

All awards

Let’s connect

It’s your wealth.
Together, we’ll make it your legacy.

Connect with an advisor

Top Advisors by State

2026, Barron's, "Top Advisors by State"

Alexandra placed 43 out of 125 New York advisors in this annual ranking published in March 2026 with data provided as of 9.30.2025.

2026, Barron's, "Top Advisors by State"

Eric Propper ranked 36 out of 125 Florida advisors in this annual ranking published in March 2026 with data provided as of 9/30/25.

2026, Barron's, "Top Advisors by State"

Eric Riak ranked 31 out of 35 Massachusetts advisors in this annual ranking published in March 2026 with data provided as of 09/30/25.

2026, Barron's, "Top Advisors by State"

Tom Bridges placed 3 out of 75 Illinois advisors in this annual ranking published in March 2026 with data provided as of 09/30/25.

2026, Barron's, "Top Advisors by State"

Vicken Ekmekjian placed 48 out of 125 California advisors in this annual ranking published in March 2026 with data provided as of 09/30/25.

2025, Barron's, "Top Advisors by State"

2024, Barron's, "Top Advisors by State"

2022, Barron's, "Top Advisors by State"

Alexandra Fuhrmann placed 25 out of 120 New York advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Charles Hoke placed 19 out of 30 Georgia advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Dee Ann Schedler placed 12 out of 24 D.C. advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Eric Propper placed 100 out of 120 New York advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Eric Riak placed 13 out of 30 Massachusetts advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Scott Thompson placed 25 out of 30 Georgia advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Vicken Ekmekjian placed 47 out of 120 California advisors in this ranking published in March 2022.

2021, Barron's, "Top Advisors by State"

Alexandra Fuhrmann placed 27 out of 120 New York advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Charles Hoke placed 20 out of 30 Georgia advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Eric Propper placed 87 out of 120 New York advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Eric Riak placed 23 out of 30 Massachusetts advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Kishore Setty placed 115 out of 120 New York advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Scott Thompson placed 24 out of 30 Georgia advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Vicken Ekmekjian placed 39 out of 120 California advisors in this ranking published in March 2021.

2020, Barron's, "Top Advisors by State"

Alexandra Fuhrmann placed 62 of 120 New York advisors in this ranking published in March 2020.

2020, Barron's, "Top Advisors by State"

Eric Propper placed 115 of 120 New York advisors in this ranking published in March 2020.

2020, Barron's, "Top Advisors by State"

Scott Thompson placed 22 of 30 Georgia advisors in this ranking published in March 2020.

2020, Barron's, "Top Advisors by State"

Vicken Ekmekjian, CFA®, placed 41 of 120 California advisors in this ranking published in March 2020.

2019, Barron's, "Top Advisors by State"

Eric Propper placed 103 of 120 New York state advisors in this ranking published in March 2019.

2019, Barron's, "Top Advisors by State"

Scott Thompson placed 21 of 29 Georgia advisors in this ranking published in March 2019.

2019, Barron's, "Top Advisors by State"

Vicken Ekmkejian placed 50 of 120 California advisors in this ranking published in March 2019.

2018, Barron's, "Top Advisors by State"

Eric Propper placed 108 of 120 New York state advisors in this ranking published in March 2018.

2018, Barron's, "Top Advisors by State"

Vicken Ekmkejian placed 40 of 120 California advisors in this ranking published in March 2018.

Leveraging our legacy to help build yours

Advisors who know you. An institution that stands behind you.

Serving those who seek more than wealth

Who we serve

Affluent individuals and families

Shaping your financial future, together.

Beyond the balance sheet

Multi-generational families

Powering your purpose.

The stock market is earning new highs

Endowments and foundations

Maximizing the impact of your mission.

Women and wealth

Navigating life’s biggest moments with confidence.

Good Dirt

Business owners and entrepreneurs

Integrating personal wealth and business value.

Benefits of a Delaware trust for your business

Comprehensive support for complex financial lives

Building lifelong relationships, milestone by milestone

John S. "Jack" Markwalter Jr.

Linda Beerman

Gary Pzegeo

Daniel Sullivan Jr.

W. Scott Thompson III

Robert McKeon

Insights and perspectives

Your success is our success

Advisors who know you.
An institution that stands behind you.