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

View all CIBC Private Wealth offices

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

William Norris, Chief Investment Officer and Head of Asset Management, CIBC Bank USA

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 & 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

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 

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

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

Joseph Waldvogel, CFA, CFP®, CAIA®, Senior Vice President & Senior Relationship Manager

Michael D. Zeier, Vice President & 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

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

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

Pamela D. Cooley, Senior Associate & Senior Client Service Associate

Nick M. DeStefano, Client Specialist and Officer

Karen I. Fox, Account Manager & Client Service Manager

Holly Hemwall, Associate & Client Service Manager

Jennifer Kusachi, Senior Associate & 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

Linda M. Slick, Associate Vice President & 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, Associate & Business Development Coordinator

Terri L. Payne, Associate Vice President & Account Administrator

Kendra L. Webster, 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

Thomas M. LaJeone, 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