Chicago
181 W. Madison Street, 36th Floor
Chicago, IL 60602
Phone number: 312-368-7700
Toll free: 800-505-1720
120 S. LaSalle Street
Chicago, IL 60603
Phone number: 312-564-2000
Toll free: 877-448-6500
Office head
William Norris, Managing Director & Head of Central Region
Relationship management
Gregg D. Anderson, Managing Director & Senior Relationship Manager
James A. Barasa, Managing Director & Senior Relationship Manager
Thomas S. Bridges, Managing Director & Co-Head, High Net Worth Sales
Mark J. Cassell, CFA, Managing Director & Senior Relationship Manager
William H. Channon, CFP®, Managing Director & Relationship Manager
Robert Coulton, CFA®, Managing Director & Senior Relationship Manager
Charles R. Dale, Jr., CFA, Managing Director & Senior Portfolio and Relationship Manager
Sean B. Dobbins, Managing Director & Senior Relationship Manager
Amit Dhawan, CFA, CFP®, Managing Director & Senior Relationship Manager
Tina M. Frey, CFP®, Managing Director & Senior Relationship Manager
Kelly T. Goalby, Managing Director & Senior Relationship Manager
Andrew Golden, CIMA®, CPWA®, Managing Director & Senior Relationship Manager
Amy M. Green, CFP®, CIMA®, Managing Director & Senior Relationship Manager
Jon E. Henderson, CFA, CIC, Managing Director & Senior Relationship Manager
Michelle M. Hermann, Managing Director & Senior Relationship Manager
Christopher W. Hoste, Managing Director & Senior Investment Officer
Jeffrey H. Jacobs, Managing Director & Business Development Officer
Randy M. Joseph, Managing Director & Senior Relationship Manager
Richard F. Judd, Managing Director & Senior Relationship Manager
Elizabeth A. Kallenbach, CPWA®, Managing Director & Senior Relationship Manager
Richard S. Kaplan, Managing Director & Senior Relationship Manager
Bruce L. Klein, CFA, Managing Director & Senior Relationship Manager
Bridgid H. Kyle, Managing Director & Senior Relationship Manager
M. Shawn Leist, CFP®, Managing Director & Relationship Manager
Keith R. Malooley, CFP®, CFA, Managing Director & Senior Relationship Manager
Theresa M.H. Marx, Managing Director & Director of Wealth Planning
Mark J. McKevitt, CFA, CFP®, Managing Director & Senior Reationship Manager
Margaret Miller, Managing Director & Senior Reationship Manager
Rebecca W. Milliman, Managing Director & Senior Wealth Strategist
Lisa Mullaney, CEPA, CDFA, Managing Director & Relationship Manager
Michael E. Mortell, CFP®, Managing Director & Senior Relationship Manager
Scott Newhall, CFP®, CFA®, Managing Director & Senior Relationship Manager
Robert J. Nowlin, Managing Director & Senior Relationship Manager
William Parker, CIMA®, Managing Director & Relationship Manager
David A. Pierce, Managing Director & Senior Relationship Manager
Michael G. Pileggi, CFA, Managing Director & Senior Investment Advisor
Kenneth G. Pollard, CFA, CFP®, Managing Director & Senior Relationship Manager
Matthew A. Roma, CFA, Managing Director & Head of Business Development for the Central Region
Jordan H. Sheiner, CFP®, Managing Director & Senior Relationship Manager
Allen H. Smith, Managing Director & Senior Relationship Manager
J. Scot Tyson, Managing Director & Senior Relationship Manager
Scott Vogg, CFA, Managing Director & Senior Relationship Manager
Kathleen A. Birmingham, Senior Vice President & Senior Relationship Manager
Ed Hagerty, Senior Vice President & Relationship Manager
Wesley Judd, CFP®, Senior Vice President & Relationship Manager
Thomas E. Keim, CIC, Senior Vice President & Relationship Manager
Ryan LeStrange, CPWA®, Senior Vice President & Relationship Manager
Joseph J. Locke, Senior Vice President & Relationship Manager
Robert J. Merkle, CFA, CIC, Senior Vice President & Relationship Manager
Nicole L. Mirowski, CFP®,CTFA, Senior Vice President & Relationship Manager
Mark E. Pauly, CFA, CFP®, Senior Vice President & Relationship Manager
Christopher C. Sporer, CFP®, Senior Vice President & Business Development Officer
Sean Whitney, CFA, CFP®, Senior Vice President & Senior Relationship Manager
Martin A. Brown, Vice President & Relationship Manager
Patricia D. DeChant, Vice President & Relationship Manager
Doug Tran, Vice President & Front Office Controls Advisor
Brooke Bailey, Associate Vice President & Associate Relationship Manager
Client service
Anna Bavone, Director of Client Service
Nathan W. Buth, Senior Vice President & Senior Client Service Manager
Karen I. Fox, Vice President & Senior Client Service Manager
Holly C. Hemwall, Vice President & Senior Client Service Manager
Michelle Hlinak, Vice President & Senior Client Service Analyst
Matthew Lewin, Vice President & Senior Client Analyst
Mike Lord, CFP®, Vice President & Senior Client Analyst
Andrea M. Matkovic, Vice President & Senior Client Service Manager
Charlene Poindexter Morris, Vice President & Senior Client Service Manager
Jessica R. Sierman, Vice President & Senior Client Service Manager
Linda M. Slick, Vice President & Senior Client Service Manager
Kassandra Villabona, Vice President & Senior Team Leader
Danielle E. Bielski, Associate Vice President & Senior Client Service Manager
Tina Fitzwater, CFP®, Associate Vice President & Senior Client Service Manager
Jennifer Kusachi, Associate Vice President & Client Service Manager
Toby Mojekwu, Associate Vice President & Senior Client Analyst
Terri L. Payne, Associate Vice President & Account Administrator
Courtney Pioszak, Associate Vice President & Senior Client Service Manager
Margaret L. Stadler, Associate Vice President & Senior Client Service Manager
Kendra L. Webster, Associate Vice President & Senior Client Service Manager
Cynthia A. Zuponeck, Senior Team Leader & Senior Client Service Manager
Stephen Arneson, Client Service Manager
Stefano N. Cacucci, Senior Associate & Client Service Manager
Mary T. Coffey, Senior Associate & Client Service Manager
Joseph Coyle, Senior Associate & Client Service Manager
Katrina Kapadia, Senior Associate & Client Service Manager
Judy M. Nicchetta, CFP®, Senior Financial Planning Specialist & Senior Client Service Manager
J.D. Sweeting, Senior Associate & Client Service Manager
Christy Beaver, Associate & Client Service Manager
Ana Cobani, Associate & Client Service Manager
Theodore Delker, Associate & Senior Client Service Associate
Jodi Fabella, Associate & Client Service Manager
Lauren Jankowski, Client Service Manager
Tosh McGee, Associate & Client Service Manager
Ryan O'Reilly, Associate & Client Service Manager
Keisha Manning, Associate & Client Service Associate
Nick M. DeStefano, Team Lead & Client Specialist
Jessica Roberts, Business Development Coordinator
Investment team
Robert C. Bridges, Managing Director & Portfolio Manager, Equities
Kate M. Christman, Head of Trading, Team Geneva Advisors
Daniel P. Delany, CFA, Managing Director & Portfolio Manager
Jim L. Farrell, CFA, Managing Director & Senior Healthcare Analyst
John P. Huber, Managing Director & Portfolio Manager
Philip D. Lorenz, CFA, Managing Director & Equity Analyst
Timothy S. Musial, CFA, Managing Director & Fixed Income Portfolio Manager
Anthony Pecora, CFP® Managing Director & Investment Officer
Matthew K. Scherer, CFA, Managing Director & Portfolio Manager
Gordon C. Scott, CFA, Managing Director & Portfolio Manager
Pratish Sthankiya, Senior Vice President & Senior Equity Analyst
Evan Katz, CFA, Vice President & Analyst
Thomas P. O'Connor, CFA, Vice President & Investment Associate
Thomas S. Postek, CFA, Vice President & Investment Professional
Christopher J. Lewis, CFA, Portfolio Manager & Analyst, Equities
Kate L. Bergin, Senior Equity Analyst
Shereen Undavia, Equity Research Analyst
Charlie E. Parry, Associate & Equity Research Analyst
Kyle M. Nitiss, Quantitative Research Analyst
Firm resources
Carly Bardino, Executive Assistant
Michael S. Brady, Executive Director & Controller
Gregory B. Campbell, General Counsel
Philip W. Cecil, Executive Director, Deputy General Counsel
Kira T. Pistello, Managing Director & Director of Client Administration
Ryan Powell, Senior Counsel
Christopher Quinn, Executive Director of CIBC Family Office
Erika Santana, Corporate Paralegal
Jonathon Schmitt, Associate Vice President & Senior Tax Associate
Sabrina Seminetta, Managing Director & Governance and Controls Lead
Chad A. Starkovich, Executive Director, Technology
Diana K. Vasquez, Managing Director & President of CIBC National Trust Company, Chief Administrative Officer
Trust services
Alejandro Merchan, CTFA, Regional Director of Trust Administration & Senior Trust Advisor
Valerie Huetten, CTFA, Managing Director & Trust Advisor
Lindsay Jacobsen, Managing Director & Senior Estate Advisor
Kelly White, CTFA, Managing Director & Senior Trust Officer
Jason A. Danz, Associate Managing Director & Trust Tax Officer
Katie R. McClanahan, Associate Managing Director & Director of Trust Administration
Karla Flannery, Senior Vice President & Trust Advisor
Patrick Carrier, Associate Vice President & Trust Administrator
Ahisey Galarza, Officer & Trust Administrator
Chardell A. Salvant, Trust Officer
Corporate and institutional services
Eric Adams, Managing Director & Trust Advisor
Ann Bolognani CFP®, Managing Director & Senior Manager
Kenneth R. Rakowski, Managing Director & Private Wealth Market Manager
Robert H. Sumser, Managing Director & Trust Advisor
Julianne J. Tynski, Associate Managing Director & Trust Advisor
Hallie Banach, Associate Vice President & Consultant, Trust Services
Stephen W. Oliver, Trust Advisor
National head
Daniel E. Sullivan Jr., Head of Private Banking, U.S. Retail and Digital Banking
Private banking resources
Kenneth Shogren, Managing Director & Regional Director, Illinois Private Banking
Private bankers
Dawn M. Cardin, Managing Director & Senior Private Banker
Andrew Cline, CFP®, Managing Director & Private Banker, Team Lead
John Gaughan, Managing Director & Senior Private Banking Advisor
Tracy Healy, Managing Director & Market Manager
Catriona Lapinskie, Managing Director & Private Banker
Sara J. Marszalek, Managing Director & Private Banker, Team Lead
Patti Mertens, Managing Director & Private Banker, Team Lead
Greg Schoeffmann, Managing Director & Private Banking Advisor
Mark D. Schmidt, Managing Director & Regional Manager, Illinois Private Banking
Michael Spies, CMP, Managing Director & Head of Mortgage Banking Sales, Team Lead
Katie Van Berschot, Managing Director & Private Banker
Sanjay V. Vasan, Managing Director & Market Manager
Jeffrey Wrobel, Managing Director & Market Manager - Private Equity
Matthew Crawford, Associate Managing Director & Private Banker
Travis Hague, Associate Managing Director & Private Banker
Ramsin Malik, Associate Managing Director & Private Banker
Anthony Patricelli, Associate Managing Director & Private Banker
Dave Roberson, Associate Managing Director & Private Banker
Fanny Tan Bacon, Associate Managing Director & Private Banker