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
Daniel E. Sullivan Jr., Managing Director & Head of Private Banking and Mortgage
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
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 & Reationship Manager
Michael E. Mortell, CFP®, Managing Director & Senior Relationship Manager
Kurt M. Newsom, CFP®, Managing Director
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
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
Thomas E. Keim, CIC, Senior Vice President & Relationship Manager
Robert J. Merkle, CFA, CIC, Senior Vice President & Relationship Manager
Robert J. Nowlin, Senior Vice President & Relationship Manager
Christopher C. Sporer, CFP®, Senior Vice President
Joseph Waldvogel, CFA, CFP®, CAIA®, Senior Vice President & Senior Relationship Manager
Michael D. Zeier, Senior Vice President & Senior Relationship Manager
Martin A. Brown, CFA, Vice President & Relationship Manager
Patricia D. DeChant, Vice President & Associate Relationship Manager
Elizabeth A. Kallenbach, CPWA®, 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
Jordan H. Sheiner, Vice President & Relationship Manager
Nicole M. Granger, CTFA, Vice President & Associate Relationship Manager
Wesley Judd, Associate Vice President & Associate Relationship Manager
Jonathon Schmitt, Associate Vice President
Judy M. Nicchetta, CFP®, Financial Planner
Client Service
Anna M. Bavone, Vice President
Danielle E. Bielski, Associate Vice President & Senior Client Service Manager
Margaret L. Stadler, Associate Vice President & Senior Client Service Manager
Terri L. Payne, Associate Vice President & Account Administrator
Linda M. Slick, Associate Vice President & Client Service Manager
Nathan W. Buth, Account Manager & Senior Client Service Manager
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
Evy L. Stein-Keller, Account Manager & Senior Client Service Manager
Cynthia A. Zuponeck, Account Manager & Senior Client Service Manager
Karen I. Fox, Account Manager & Client Service Manager
Carolyn A. Lane, Account Manager & Client Service Manager
Lisa A. Massini, Account Manager & Client Service Manager
Charlene P. Morris, Account Manager & Client Service Manager
Elizabeth L. Sadler, Account Manager & Client Service Manager
Andrea M. Simic, Account Manager & Client Service Manager
Mary T. Coffey, Senior Associate & Senior Client Service Associate
Pamela D. Cooley, Senior Associate & Senior Client Service Associate
Jennifer Kusachi, Senior Associate & Executive Assistant
Mike Lord, Senior Associate & Client Service Manager
Megan N. Melton, Senior Associate & Account Administration Associate
Courtney Pioszak, Senior Associate & Client Service Manager
Jessica R. Sierman, Senior Associate & Client Service Manager
Holly Hemwall, Associate & Client Service Manager
Matthew Lewin, Associate & Business Development Coordinator
John Pavlichko, Associate & Client Service Manager
J.D. Sweeting, Associate & Client Service Associate
Kendra L. Webster, Associate & Client Service Manager
Nick M. DeStefano, Client Specialist and 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
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
Shereen Undavia, Equity Research Analyst
Philip D. Lorenz, CFA, Equity Analyst
Mark J. McKevitt, CFA, Equity Analyst
Charlie E. Parry, Associate Equity Research Analyst
Kyle M. Nitiss, Junior Quantitative Analyst
Wayne Jia, 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
Philip W. Cecil, Executive Director
Amy J. Boyle, Director, Human Resources
Anjali E. Connors, Director, Private Wealth Compliance
Eli J. Hernandez, Director, Technology Systems
Kristen K. Nations, Director, Operations
Jennifer L. Schmidt, Accountant
Erika Santana, Corporate Paralegal
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
Kelly White, Managing Director & Senior Trust Officer
Magali G. Duvivier, Associate Managing Director & Tax Accountant
Chardell A. Salvant, Trust Officer
Karla Schmidt, Trust Officer
Jason A. Danz, Trust Tax Officer
Corporate and Institutional Services
Eric Adams, Managing Director & Trust Advisor
Ann Bolognani CFP®, Managing Director & Trust Advisor
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
Katie R. McClanahan, Associate Managing Director
Hallie Gannon, Trust Officer & Trust Administrator
National head
Daniel E. Sullivan Jr., Office Leader | Head of Private Banking & Mortgage
Private Banking Resources
Allison Smith, Chief Operating Officer, US Private Banking
Kenneth Shogren, Managing Director & Regional Director, Illinois Private Banking
Jen Fortuna, Managing Director
Moye Sodipo, Business Analyst
Wilma Otero, Managing Director
MSL Team
Sarah Kahle, Managing Director, MSL Team Lead
Sandra Remis, Private Banking Associate
RISK MANAGER
April Mack, Associate Managing Director
Private Banking Market Managers
Tracy Healy, Managing Director & Market Manager
Jeffrey Wrobel, Managing Director & Market Manager
Private Bankers
Patti Mertens, Managing Director & Private Banker
Sara J. Marszalek, Managing Director & Private Banker
Mark D. Schmidt, Managing Director & Private Banker
April Brill, Managing Director & Private Banker
Lori J. Thomas, Managing Director & Private Banker
Jeremy Gehl, Managing Director & Private Banker
Sanjay V. Vasan, Managing Director & Private Banker
Jessica Bridges, Managing Director
Andrew Cline, Associate Managing Director & Private Banker
Fanny Tan Bacon, Associate Managing Director & Private Banker
Devynn Tracy, Associate Managing Director & Private Banker
Travis Hague, Private Banking Officer
Ramsin Malik, Private Banking Officer
Jennifer Paunicka, Private Banking Officer
Dave Roberson, Officer
Matthew Crawford, Associate Managing Director & Private Banker
Group Portfolio Managers
William J. Hansen, Managing Director
Scott A. Tuman, Managing Director
Randy Webster, Managing Director
Relationship Experience Team
Jasmine Monroig, Associate Managing Director & Client Service Manager
Veronica Hernandez, Private Banking Associate & Team Lead
Anna Kowal, Private Banking Associate
Burke Ricks, Private Banking Associate
Andrea Allen, Private Banking Associate
Jeanine Enright, Private Banking Associate
Michelle Delgado, Private Banking Associate
Amy Schrepfer, Private Banking Associate
Rose Thomas, Private Banking Associate
Majida Hamdan, Private Banking Associate
Laima Plioplys, Private Banking Associate
William J. Ellerhorst, Private Banking Associate
Underwriter Team
Steven Gaston, Private Banking Officer
David Philion, Private Banking Officer
David Simon, Private Banking Officer
Linda Huesing, Senior Underwriter
Mary Kate Phelan, Underwriter Associate
Griffin Pollard, Underwriter Associate