Chicago
181 West 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
Chicago Leadership
Eric B. Propper, CFA, President, CIBC Private Wealth
Kenneth J. Kozanda, CFP®, Director, Middle-Market Mergers and Acquisitions
Robert C. Bridges, Managing Director & Portfolio Manager, Equities
Robert J. Coulton, CFP®, Team Executive & National Director of Practice Management
Amit Dhawan, CFA, Managing Director & Head of Digital Client Interface
Jon E. Henderson, CFA, CIC, Managing Director & Senior Relationship Manager
John P. Huber, Managing Director & Portfolio Manager, Equities
Rebecca W. Milliman, Managing Director & Senior Wealth Strategist
Kenneth G. Pollard, CFA, CFP®, CIC, Managing Director & Senior Relationship Manager
Kenneth Shogren, Managing Director & Regional Director, Illinois Private Banking
Daniel E. Sullivan Jr., Managing Director & Head of Private Banking
Diana K. Vasquez, Managing Director & Chief Process and Controls Officer
Relationship Management
Thomas S. Bridges, Managing Director & Co-Head, High Net Worth Sales
Gregg D. Anderson, Managing Director & Senior Relationship Manager
James A. Barasa, Managing Director & Senior Relationship Manager
Mark J. Cassell, CFA, Managing Director & Senior Relationship Manager
William H. Channon, Managing Director & Senior Investment Advisor
Charles R. Dale, Jr., CFA, CIC, Managing Director & Senior Relationship Manager
Erin S. Dickes, Managing Director & Senior Relationship Manager
Tina M. Frey, CFP®, Managing Director & Senior Relationship Manager
Kenneth J. Gimbel, Managing Director & Senior Relationship Manager
Kelly T. Goalby, Managing Director & Senior Relationship Manager
Andrew Golden, Managing Director & Senior Relationship Manager
Amy M. Green, CFP®, CIMA®, 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
Randy M. Joseph, Managing Director & Senior Relationship Manager
Richard F. Judd, 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, Managing Director & Senior Relationship Manager
Keith R. Malooley, CFP®, CFA, Managing Director & Senior Relationship Manager
Theresa M.H. Marx, Managing Director & Senior Wealth Strategist
Margaret Miller, Managing Director & Senior Relationship Manager
Michael E. Mortell, CFP®, Managing Director & Senior Relationship Manager
Kurt M. Newsom, CFP®, Managing Director
Robert J. Nowlin, Managing Director & Senior Relationship Manager
David A. Pierce, Managing Director & Senior Relationship Manager
Michael G. Pileggi, CFA, Managing Director & Senior Investment Advisor
Kira T. Pistello, Managing Director & Senior Client Service Manager
Allen H. Smith, Managing Director & Senior Relationship Manager
Mark E. Resnik, Managing Director & Senior Relationship Manager
Richard K. Sheiner, Managing Director & Senior Relationship Manager
J. Scot Tyson, Managing Director & Senior Relationship Manager
Scott Vogg, CFA, CIC, Managing Director & Senior Relationship Manager
Denise C. Whennen, CFP®, Managing Director
Robert P. McNeill, CIC, Executive Vice President
Peter Barrett, CIC, Managing Director & Senior Relationship Manager
Kathleen A. Birmingham, Senior Vice President & Relationship Manager
Sean B. Dobbins, Senior Vice President & Trader and Relationship Manager
Donald B. Gimbel, Senior Vice President & Investment Professional
Elizabeth A. Kallenbach, CPWA®, Senior Vice President & Senior Relationship Manager
Thomas E. Keim, CIC, Senior Vice President & Relationship Manager
Robert J. Merkle, CFA, CIC, Senior Vice President & Relationship Manager
Jordan H. Sheiner, Senior Vice President & Relationship Manager
Martin A. Brown, CFA, Vice President & Relationship Manager
Patricia D. DeChant, Vice President & Relationship Manager
Joseph J. Locke, Vice President & Relationship Manager
Nicole L. Mirowski, CFP®, Vice President & Relationship Manager
Bernard F. Myszkowski, CFA, Vice President & Relationship Manager
Mark E. Pauly, CFA, Vice President & Relationship Manager
Matthew A. Roma, CFA, Vice President
Joseph Waldvogel, CFA, CFP®, CAIA®, Senior Vice President & Senior Relationship Manager
Michael D. Zeier, Senior Vice President & Senior Relationship Manager
Nicole M. Granger, CTFA, Vice President & Associate Relationship Manager
Wesley Judd, Associate Vice President & Associate Relationship Manager
Allison D. Meers, CFP®, Vice President & Associate Relationship Manager
Judy M. Nicchetta, CFP®, Financial Planner
Client Service
Danielle E. Bielski, Associate Vice President & Senior Client Service Manager
Nathan W. Buth, Account Manager & Senior Client Service Manager
Pamela D. Cooley, Associate Vice President & Senior Client Service Associate
Abby E. Davis, Account Manager & Senior Client Service Manager
Tracy M. Hoffmann, Account Manager & Senior Client Service Manager
Emily A. Mirrilees, Account Manager & Senior Client Service Manager
Annette M. Peterson, Account Manager & Senior Client Service Manager
Linda M. Slick, Vice President & Senior Client Service Manager
Margaret L. Stadler, Associate Vice President & Senior Client Service Manager
Evy L. Stein-Keller, Account Manager & Senior Client Service Manager
Cynthia A. Zuponeck, Account Manager & Senior Client Service Manager
Mary T. Coffey, Senior Associate & Senior Client Service Associate
Nick M. DeStefano, Client Specialist and Officer
Karen I. Fox, Account Manager & Client Service Manager
Holly Hemwall, Senior Associate & Client Service Manager
Jennifer Kusachi, Associate Vice President & Executive Assistant
Carolyn A. Lane, Account Manager & Client Service Manager
Lisa A. Massini, Account Manager & Client Service Manager
Megan N. Melton, Senior Associate & Account Administration Associate
Elizabeth L. Sadler, Account Manager & Client Service Manager
Jessica R. Sierman, Senior Associate & Client Service Manager
Zorica Zdravkovic, Client Service Manager
Charlene P. Morris, Account Manager & Client Service Manager
Andrea M. Simic, Account Manager & Client Service Manager
Matthew Lewin, Senior Associate & Business Development Coordinator
Terri L. Payne, Associate Vice President & Account Administrator
Kendra L. Webster, Senior Associate & Client Service Manager
Private Banking
Susan Berry, Managing Director & Private Banker
April Brill, Managing Director & Private Banker
Tracy Healy, Managing Director & Market Manager
Yvonne T. Heyden, Managing Director & Private Banker
Sara J. Marszalek, Managing Director & Private Banker
Patti Mertens, Managing Director & Private Banker
Mark D. Schmidt, Managing Director & Private Banker
Allison Smith, Managing Director & National Group Portfolio Manager
Lori J. Thomas, Managing Director & Private Banker
Jeffrey Wrobel, Managing Director & Market Manager
Jeremy Gehl, Associate Managing Director & Private Banker
Sarah Kahle, Associate Managing Director & Private Banker
Devynn Tracy, Associate Managing Director & Private Banker
Andrew Cline, Private Banking Officer
Anna Kowal, Private Banking Officer
Jasmine Monroig, Private Banking Officer
Burke Ricks, Private Banking Officer
Corporate and Institutional Services
Eric Adams, Managing Director & Trust Advisor
Ann Bolognani, CFP®, Managing Director & Trust Advisor
Rosemarie Panico-Marino, Managing Director
Kenneth R. Rakowski, Managing Director & Private Wealth Manager
Robert H. Sumser, Managing Director & Trust Advisory Team Leader
Julianne J. Tynski, Associate Managing Director & Trust advisor
Karen Zielinski, Associate Managing Director & Investment Officer
Hallie Gannon, Trust Officer & Trust Administrator
Trust Services
Josh Feldman, Managing Director & Trust Operations Manager
Valerie Huetten, Managing Director & Trust advisor
John T. Schmidt, CTFA, CISP, Managing Director & Senior Trust Officer
Joel Seiboldt, Managing Director & Specialty Asset Advisor
Kelly White, Managing Director & Senior Trust Officer
Jason A. Danz, Trust Tax Officer
Magali G. Duvivier, Associate Managing Director & Tax Accountant
Chardell A. Salvant, Trust Officer
Karla Schmidt, Trust Officer
Investment Team
Daniel P. Delany, CFA, Managing Director & Portfolio Manager, Equities
Anthony Pecora, Managing Director & Investment Officer
Gordon C. Scott, CFA, Managing Director and Portfolio Manager, Equities
Lisa K. Tesarik, Managing Director & Platform and Product Manager
Jim L. Farrell, CFA, Portfolio Manager & Senior Analyst
Christopher J. Lewis, CFA, Portfolio Manager and Analyst, Equities
Timothy S. Musial, CFA, Managing Director & Fixed Income Portfolio Manager
Thomas S. Postek, CFA, Vice President & Investment Professional
Matthew K. Scherer, CFA, Portfolio Manager and Analyst, Equities
Kate L. Bergin, Equity Analyst
Kate M. Christman, Head of Trading, Team Geneva Advisors
Philip D. Lorenz, CFA, Equity Analyst
Mark J. McKevitt, CFA, Equity Analyst
Michael D. Neumann, CFA, Associate & Fixed Income Analyst
Kyle M. Nitiss, Junior Quantitative Analyst
Lauren N. Ravalli, Investment Portfolio Analyst
Wayne Jia, Trader
Carter S. Sims, Trader
Firm Resources
Michael S. Halter, Managing Director & Senior Middle Office Manager
Gregory B. Campbell, Senior Vice President & Chief Compliance Officer
Michael S. Brady, Executive Director & Head of Finance
Chad A. Starkovich, Executive Director, Technology
Amy J. Boyle, Director, Human Resources
Anjali E. Connors, Director, Private Wealth Compliance
Eli J. Hernandez, Director, Technology Systems
Kristen K. Nations, Director, Operations