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
Robert J. Coulton, CFP®, Head of Central Region
Chicago leadership
Christopher Quinn, Executive Director of CIBC Family Office
Robert C. Bridges, Managing Director & Portfolio Manager, Equities
Amit Dhawan, CFA, CFP®, Managing Director & Senior Relationship Manager
Jon E. Henderson, CFA, CIC, Managing Director & Senior Relationship Manager
John P. Huber, Managing Director & Portfolio Manager
Elizabeth A. Kallenbach, CPWA®, Managing Director & Senior Relationship Manager
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, U.S. Retail and Digital Banking
Diana K. Vasquez, Chief Administrative Officer
Gregory B. Campbell, General Counsel
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
Charles R. Dale, Jr., CFA, CIC, Managing Director & Senior Portfolio and Relationship Manager
Sean B. Dobbins, 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
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
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, Director of Wealth Planning & Senior Wealth Strategist
Mark J. McKevitt, CFA, CFP®, Managing Director & Senior Reationship Manager
Margaret Miller, Managing Director & Senior Reationship Manager
Lisa Mullaney, CEPA, CDFA, Managing Director & Relationship Manager
Nicole L. Mirowski, CFP®,CTFA, 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
Kira T. Pistello, Managing Director & Director of Client Administration
Matthew A. Roma, CFA, Managing Director & Head of the Central Region for Business Development Officers
Jordan H. Sheiner, CFP®, Managing Director & Senior Relationship Manager
Richard K. Sheiner, Managing Director & Senior Relationship Manager
Allen H. Smith, Managing Director & Senior Relationship Manager
J. Scot Tyson, Managing Director & Senior Relationship Manager
Scott Vogg, CFA, CIC, Managing Director & Senior Relationship Manager
Kathleen A. Birmingham, Senior Vice President & Senior Relationship Manager
Ed Hagerty, Senior Vice President & Relationship Manager
Thomas E. Keim, CIC, Senior Vice President & Relationship Manager
Joseph J. Locke, Senior Vice President & Relationship Manager
Robert J. Merkle, CFA, CIC, 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
Michael D. Zeier, Senior Vice President & Senior Relationship Manager
Martin A. Brown, Vice President & Relationship Manager
Patricia D. DeChant, Vice President & Relationship Manager
Wesley Judd, Vice President & Relationship Manager
Doug Tran, Vice President & Front Office Controls Advisor
Brooke Bailey, Senior Associate & Associate Relationship Manager
Judy M. Nicchetta, CFP®, Senior Financial Planning Specialist & Senior Client Service Manager
Jessica Roberts, Business Development Coordinator
Client service
Anna Bavone, Director of Client Service
Nathan W. Buth, Vice President & Senior Client Service Manager
Karen I. Fox, Vice President & Senior Client Service Manager
Holly C. Hemwall, Vice President & Senior Client Service Manager
Andrea M. Matkovic, Vice President & Senior Client Service Manager
Charlene P. 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
Danielle E. Bielski, Associate Vice President & Senior Client Service Manager
Pamela D. Cooley, Associate Vice President & Senior Client Service Manager
Jennifer Kusachi, Associate Vice President & Executive Assistant
Matthew Lewin, Associate Vice President & Senior Client Analyst
Toby Mojekwu, Associate Vice President & Senior Client Analyst
Terri L. Payne, Associate Vice President & Account Administrator
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
Katrina Kapadia, Senior Associate & Client Service Manager
Mike Lord, Senior Associate & Client Service Manager
Courtney Pioszak, Senior Associate & Client Service Manager
Christy Beaver, Associate & Senior Client Service Associate
Ana Cobani, Associate & Client Service Manager
Jodi Fabella, Associate & Client Service Manager
Lauren Jankowski, Client Service Manager
Ryan O'Reilly, Associate & Client Service Manager
Keisha Manning, Associate & Client Service Associate
J.D. Sweeting, Associate & Client Service Associate
Michelle Stitts, Officer & Client Service Associate
Nick M. DeStefano, Team Lead & Client Specialist
Investment team
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
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
Wayne Jia, Senior Vice President & Equity Trader
Evan Katz, CFA, Vice President & Analyst
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
Thomas P. O'Connor, CFA, Associate & Investment Associate
Charlie E. Parry, Associate & Equity Research Analyst
Kyle M. Nitiss, Quantitative Research Analyst
Firm resources
Michael S. Brady, Executive Director & Controller
Philip W. Cecil, Executive Director, Deputy General Counsel
Chad A. Starkovich, Executive Director, Technology
Michael Hill, Director, Deposit & Liquidity
Kristen K. Nations, Director, Business Effectiveness
Ryan Powell, Senior Counsel
Jeremy Brierley, Associate Managing Director & Governance and Controls Advisor
Erika Santana, Corporate Paralegal
John Zhou, Consultant, Business Controls
Sherry McCune, Receptionist
Trust services
Josh Feldman, Managing Director & Trust Operations Manager
Valerie Huetten, CTFA, Managing Director & Trust Advisor
Lindsay Jacobsen, Managing Director & Senior Estate Advisor
John T. Schmidt, CTFA, CISP, Managing Director & Senior Trust Officer
Kelly White, CTFA,, Managing Director & Senior Trust Officer
Patrick Carrier, Trust Administrator
Magali G. Duvivier, Associate Managing Director & Tax Accountant
Katie R. McClanahan, Associate Managing Director & Director of Trust Administration
Alejandro Merchan, CTFA, Senior Vice President & Senior Trust Advisor
Jason A. Danz, Associate Managing Director & Trust Tax Officer
Chardell A. Salvant, Trust Officer
Karla Schmidt, 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 & Trust Administrator
National head
Daniel E. Sullivan Jr., Head of Private Banking, U.S. Retail and Digital Banking
Private banking resources
Kara Kaiser, Chief Administrative Officer
Allison Smith, Chief Operating Officer, US Private Banking
Wilma Otero, Managing Director
Katie Scott, Manaing Director & Director of Business Oversight and Strategy
Kenneth Shogren, Managing Director & Regional Director, Illinois Private Banking
Julie Norville, Senior Director & Head of Product Management
Luke Frantz, Associate Managing Director & Senior Business Effectiveness Analyst
Andrew Davison, Senior Business Systems Analyst
Mitch Meyer, Senior Consultant
Jord'an Helmick, Business Effective Administrator
Moye Sodipo, Business Analyst
MSL team
Sandra Remis, Private Banking Associate
Risk manager
April Mack, Associate Managing Director
Private Banking Market Managers
Dawn M. Cardin, Managing Director & Market Manager
Tracy Healy, Managing Director & Market Manager
Jeffrey Wrobel, Managing Director & Market Manager
Private bankers
Jessica Bridges, Managing Director
April Brill, Managing Director & Private Banker
Patti Mertens, Managing Director & Private Banker
Sara J. Marszalek, Managing Director & Private Banker
Irene Olson, Managing Director & Private Banker
Greg Schoeffmann, Managing Director & Private Banker
Mark D. Schmidt, Managing Director & Private Banker
Lori J. Thomas, Managing Director & Private Banker
Sanjay V. Vasan, Managing Director & Private Banker
Matthew Crawford, Associate Managing Director & Private Banker
Travis Hague, Associate Managing Director
Dave Roberson, Associate Managing Director
Fanny Tan Bacon, Associate Managing Director & Private Banker
Devynn Tracy, Associate Managing Director & Private Banker
Emma Ashurst, Senior Analyst
John Gaughan, Senior Advisor
Andrew Cline, CFP®, Private Banking Officer
William J. Ellerhorst, Associate Private Banker
Ramsin Malik, Private Banking Officer
Jennifer Paunicka, Private Banking Officer
Griffin Pollard, Officer & Private Banker
Benjamin Cavanaugh, Analyst
Sebastian Martinez, Analyst
Group portfolio managers
William J. Hansen, Managing Director
Scott A. Tuman, Managing Director
Randy Webster, Managing Director
Relationship experience team
Jasmine Monroig, Managing Director & Client Service Manager
Andrea Allen, Private Banking Associate
Michelle Delgado, Private Banking Associate
Chenelle Eldridge, Private Banking Associate
Jeanine Enright, Private Banking Associate
Majida Hamdan, Private Banking Associate
Veronica Hernandez, Private Banking Associate & Team Lead
Anna Kowal, Private Banking Associate
Laima Plioplys, Private Banking Associate
Burke Ricks, Private Banking Associate
Amy Schrepfer, Private Banking Associate
Mykhail Winston, Private Banking Associate
Underwriter team
Steven Gaston, Private Banking Officer
Keith Hourston, Private Banking Officer
David Philion, Private Banking Officer
Griffin Pollard, Private Banking Officer
David Simon, Private Banking Officer
Linda Huesing, Senior Underwriter
Maggie Reasor, Senior Underwriter
Colin Field, Underwriter
Ryan Hayes, Underwriter Associate
Ramsen Michael, Underwriter Associate
Mary Kate Phelan, Underwriter Associate
Mickey Setteducate, Private Banking Underwriter