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