About us

What sets us apart

With a reputation of integrity, our promise is to prioritize you across all your complex wealth needs.

About us

Financial powerhouse. Personalized service.

Backed by one of the highest-rated financial institutions in North America, CIBC Private Wealth offers a full range of wealth solutions to help you realize your financial ambitions. Guided by a fiduciary ethic and a low advisor-to-client ratio, our focused expertise remains firmly in your corner at every stage of your financial journey.

Our Story

A legacy of guiding wealth across generations

For 100+ years, we’ve been helping clients harness the power of their wealth to create and sustain their lifestyle and leave a positive impact for future generations. Learn more about the history that’s shaped our approach, our values and our expertise.

Read our story

Our People

Building lifelong relationships, milestone by milestone

Learn more about our team, united by experience, expertise and an unwavering focus on you and your best interests.

John S. "Jack" Markwalter Jr.

CEO•Chief Executive Officer

Atlanta, GA

Linda Beerman

Managing Director•Head of Wealth Strategies

Atlanta, GA

Gary Pzegeo

Managing Director•Chief Investment Officer

Boston, MA

Daniel Sullivan Jr.

Managing Director•Head of Private, Personal & Digital Banking

Chicago, IL

W. Scott Thompson III

Managing Director•President of CIBC Family Office & Senior Relationship Manager

Atlanta, GA

Robert McKeon

Managing Director•Chief Fiduciary Officer

New York, NY

Meet our leadership team

Latest news

Your success is our success

Top 100 RIA Firms

2026, Barron's, "Top 100 RIA Firms"

For all years – Rankings are focused on private wealth management assets and include metrics on succession planning, growth, client segmentation, technology spending, and staff diversity.
CIBC Private Wealth placed 8 of 100 firms in this list published September 11, 2026 with information provided as of June 30, 2026.

2025, Barron's, "Top 100 RIA Firms"

CIBC Private Wealth placed 6 of 100 firms in this list published September 12, 2025 with information provided as of June 30, 2025.

2024, Barron's, "Top 100 RIA Firms"

CIBC Private Wealth placed 2 of 100 firms in this list published September 13, 2024 with information provided as of June 30, 2024.

2023, Barron's, "Top 100 RIA Firms"

CIBC Private Wealth placed 6 of 100 firms in this list published September 18, 2023.

2022, Barron's, "Top 100 RIA Firms"

CIBC Private Wealth placed 7 of 100 firms in this list published September 19, 2022 with information provided as of June 30, 2022.

2021, Barron's, "Top 100 RIA Firms"

CIBC Private Wealth placed 4 of 100 firms in the list published September 17, 2021 with information provided as of June 30, 2021.

2020, Barron's, "Top 100 RIA Firms"

CIBC Private Wealth placed 2 of 100 firms in the list published September 14, 2020 with information provided as of June 30, 2020.

RIA Ranking

2026, Financial Advisor, "RIA Ranking"

2026, Financial Advisor, “RIA Ranking, Discretionary & Non-Discretionary AUM” CIBC Private Wealth placed 13 of 516 firms in this ranking published July 2026. To be eligible, firms must be registered investment advisors and have at least $50 million in assets under management (“AUM”), as reported on Form ADV as of 12.31.2025. Ranking is based on AUM reported on Form ADV.

2025, Financial Advisor, "RIA Ranking"

CIBC Private Wealth placed 12 of 366 firms in this ranking published July 2025. To be eligible, firms must be registered investment advisors and have at least $50 million in assets under management (“AUM”), as reported on Form ADV as of 12.31.2024. Ranking is based on AUM reported on Form ADV.

2024, Financial Advisor, "RIA Ranking"

CIBC Private Wealth placed 11 of 431 firms in this ranking published July 2024. To be eligible, firms must be registered investment advisors and have at least $50 million in assets under management (“AUM”), as reported on Form ADV as of 12.31.2023. Ranking is based on AUM reported on Form ADV.

Top Advisors by State

2026, Barron's, "Top Advisors by State"

Alexandra placed 43 out of 125 New York advisors in this annual ranking published in March 2026 with data provided as of 9.30.2025.

2026, Barron's, "Top Advisors by State"

Bas Solleveld placed in the 2026 Texas advisors ranking. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices as assessed by Barron’s.

2026, Barron's, "Top Advisors by State"

Eric Propper ranked 36 out of 125 Florida advisors in this annual ranking published in March 2026 with data provided as of 9/30/25.

2026, Barron's, "Top Advisors by State"

Eric Riak ranked 31 out of 35 Massachusetts advisors in this annual ranking published in March 2026 with data provided as of 09/30/25.

2026, Barron's, "Top Advisors by State"

J. Kent Nossaman, Jr. placed in the 2026 Colorado advisors ranking. Ranking reflects volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices as assessed by Barron’s.

2026, Barron's, "Top Advisors by State"

Tom Bridges placed 3 out of 75 Illinois advisors in this annual ranking published in March 2026 with data provided as of 09/30/25.

2026, Barron's, "Top Advisors by State"

Vicken Ekmekjian placed 48 out of 125 California advisors in this annual ranking published in March 2026 with data provided as of 09/30/25.

2025, Barron's, "Top Advisors by State"

The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices as assessed by Barron’s. Ranking is based on self-reported information via survey as of 09.30.2024. Tom Bridges ranked 4 out of 60 Illinois advisors. Rankings, ratings or awards may not be representative of any specific client’s experience. Any reference to a ranking, rating or an award provides no guarantee for future performance results and is not constant over time.

2025, Barron's, "Top Advisors by State"

2024, Barron's, "Top Advisors by State"

2022, Barron's, "Top Advisors by State"

Alexandra Fuhrmann placed 25 out of 120 New York advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Charles Hoke placed 19 out of 30 Georgia advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Dee Ann Schedler placed 12 out of 24 D.C. advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Eric Propper placed 100 out of 120 New York advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Eric Riak placed 13 out of 30 Massachusetts advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Scott Thompson placed 25 out of 30 Georgia advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Tom Bridges placed 9 out of 60 Illinois advisors in this ranking published in March 2022. Rankings are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work as reported to Barron’s in a survey.

2022, Barron's, "Top Advisors by State"

Vicken Ekmekjian placed 47 out of 120 California advisors in this ranking published in March 2022.

2021, Barron's, "Top Advisors by State"

Alexandra Fuhrmann placed 27 out of 120 New York advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Charles Hoke placed 20 out of 30 Georgia advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Eric Propper placed 87 out of 120 New York advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Eric Riak placed 23 out of 30 Massachusetts advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Kishore Setty placed 115 out of 120 New York advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Scott Thompson placed 24 out of 30 Georgia advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Tom Bridges placed 14 of 60 Illinois advisors in this ranking published in March 2021. Rankings are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work as reported to Barron’s in a survey.

2021, Barron's, "Top Advisors by State"

Vicken Ekmekjian placed 39 out of 120 California advisors in this ranking published in March 2021.

2020, Barron's, "Top Advisors by State"

Alexandra Fuhrmann placed 62 of 120 New York advisors in this ranking published in March 2020.

2020, Barron's, "Top Advisors by State"

Eric Propper placed 115 of 120 New York advisors in this ranking published in March 2020.

2020, Barron's, "Top Advisors by State"

Scott Thompson placed 22 of 30 Georgia advisors in this ranking published in March 2020.

2020, Barron's, "Top Advisors by State"

Tom Bridges placed 43 of 60 Illinois advisors in this ranking published in March 2020. Rankings are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work as reported to Barron’s in a survey.

2020, Barron's, "Top Advisors by State"

Vicken Ekmekjian, CFA®, placed 41 of 120 California advisors in this ranking published in March 2020.

2019, Barron's, "Top Advisors by State"

Eric Propper placed 103 of 120 New York state advisors in this ranking published in March 2019.

2019, Barron's, "Top Advisors by State"

Scott Thompson placed 21 of 29 Georgia advisors in this ranking published in March 2019.

2019, Barron's, "Top Advisors by State"

Vicken Ekmkejian placed 50 of 120 California advisors in this ranking published in March 2019.

2018, Barron's, "Top Advisors by State"

Eric Propper placed 108 of 120 New York state advisors in this ranking published in March 2018.

2018, Barron's, "Top Advisors by State"

Vicken Ekmkejian placed 40 of 120 California advisors in this ranking published in March 2018.

Best Multi-Family Office $25 billion and over

2026, Private Asset Management (PAM), "Best Multi-Family Office $25 billion and over"

February 5, 2026. The detailed information provided by CIBC Private Wealth Management for “Best Multi-Family Office $26bn and over” award included information on both internal and external strategies. The firm was one of six shortlisted for this award, and the only firm to win. Criteria used included delivery of client objectives through risk-adjusted performance, quality of tax, estate and other services to meet the needs of HNW/UHNW with information provided as of October 2025.

2022, Private Asset Management (PAM), "Best Multi-Family Office $25 billion and over"

February 17, 2022. The detailed information provided by CIBC Private Wealth for “Best Multi-Family Office $25bn and over” award included information on both internal and external strategies. The firm was one of four shortlisted for this award, and was the only firm to win this award. Criteria used included delivery of client objectives through risk-adjusted performance, quality of tax, estate and other services to meet the needs of HNW/UHNW clients, and client service demonstrated through client testimonials with information provided as of September 2021.

Top 100 RIA Firms

2026, Barron's, "Top 100 RIA Firms"

2025, Barron's, "Top 100 RIA Firms"

CIBC Private Wealth placed 6 of 100 firms in this list published September 12, 2025 with information provided as of June 30, 2025.

2024, Barron's, "Top 100 RIA Firms"

CIBC Private Wealth placed 2 of 100 firms in this list published September 13, 2024 with information provided as of June 30, 2024.

2023, Barron's, "Top 100 RIA Firms"

CIBC Private Wealth placed 6 of 100 firms in this list published September 18, 2023.

2022, Barron's, "Top 100 RIA Firms"

CIBC Private Wealth placed 7 of 100 firms in this list published September 19, 2022 with information provided as of June 30, 2022.

2021, Barron's, "Top 100 RIA Firms"

CIBC Private Wealth placed 4 of 100 firms in the list published September 17, 2021 with information provided as of June 30, 2021.

2020, Barron's, "Top 100 RIA Firms"

CIBC Private Wealth placed 2 of 100 firms in the list published September 14, 2020 with information provided as of June 30, 2020.

RIA Ranking

2026, Financial Advisor, "RIA Ranking"

2025, Financial Advisor, "RIA Ranking"

2024, Financial Advisor, "RIA Ranking"

Top Advisors by State

2026, Barron's, "Top Advisors by State"

Alexandra placed 43 out of 125 New York advisors in this annual ranking published in March 2026 with data provided as of 9.30.2025.

2026, Barron's, "Top Advisors by State"

Eric Propper ranked 36 out of 125 Florida advisors in this annual ranking published in March 2026 with data provided as of 9/30/25.

2026, Barron's, "Top Advisors by State"

Eric Riak ranked 31 out of 35 Massachusetts advisors in this annual ranking published in March 2026 with data provided as of 09/30/25.

2026, Barron's, "Top Advisors by State"

Tom Bridges placed 3 out of 75 Illinois advisors in this annual ranking published in March 2026 with data provided as of 09/30/25.

2026, Barron's, "Top Advisors by State"

Vicken Ekmekjian placed 48 out of 125 California advisors in this annual ranking published in March 2026 with data provided as of 09/30/25.

2025, Barron's, "Top Advisors by State"

2024, Barron's, "Top Advisors by State"

2022, Barron's, "Top Advisors by State"

Alexandra Fuhrmann placed 25 out of 120 New York advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Charles Hoke placed 19 out of 30 Georgia advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Dee Ann Schedler placed 12 out of 24 D.C. advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Eric Propper placed 100 out of 120 New York advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Eric Riak placed 13 out of 30 Massachusetts advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Scott Thompson placed 25 out of 30 Georgia advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Vicken Ekmekjian placed 47 out of 120 California advisors in this ranking published in March 2022.

2021, Barron's, "Top Advisors by State"

Alexandra Fuhrmann placed 27 out of 120 New York advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Charles Hoke placed 20 out of 30 Georgia advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Eric Propper placed 87 out of 120 New York advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Eric Riak placed 23 out of 30 Massachusetts advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Kishore Setty placed 115 out of 120 New York advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Scott Thompson placed 24 out of 30 Georgia advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Vicken Ekmekjian placed 39 out of 120 California advisors in this ranking published in March 2021.

2020, Barron's, "Top Advisors by State"

Alexandra Fuhrmann placed 62 of 120 New York advisors in this ranking published in March 2020.

2020, Barron's, "Top Advisors by State"

Eric Propper placed 115 of 120 New York advisors in this ranking published in March 2020.

2020, Barron's, "Top Advisors by State"

Scott Thompson placed 22 of 30 Georgia advisors in this ranking published in March 2020.

2020, Barron's, "Top Advisors by State"

Vicken Ekmekjian, CFA®, placed 41 of 120 California advisors in this ranking published in March 2020.

2019, Barron's, "Top Advisors by State"

Eric Propper placed 103 of 120 New York state advisors in this ranking published in March 2019.

2019, Barron's, "Top Advisors by State"

Scott Thompson placed 21 of 29 Georgia advisors in this ranking published in March 2019.

2019, Barron's, "Top Advisors by State"

Vicken Ekmkejian placed 50 of 120 California advisors in this ranking published in March 2019.

2018, Barron's, "Top Advisors by State"

Eric Propper placed 108 of 120 New York state advisors in this ranking published in March 2018.

2018, Barron's, "Top Advisors by State"

Vicken Ekmkejian placed 40 of 120 California advisors in this ranking published in March 2018.

Best Multi-Family Office $25 billion and over

2026, Private Asset Management (PAM), "Best Multi-Family Office $25 billion and over"

2022, Private Asset Management (PAM), "Best Multi-Family Office $25 billion and over"

All awards

More about us

Discover the CIBC Private Wealth difference

Learn more about who we are, who we serve and how we support clients through every goal and life stage.

Our people

Experience, expertise and dedication to the people behind the accounts.

Who we serve

Offering bespoke solutions for those who seek more than wealth.

Wealth solutions

Comprehensive support across every aspect of your financial world.

Let’s connect

It’s your wealth.
Together, we’ll make it your legacy.

Connect with an advisor

Top Advisors by State

2026, Barron's, "Top Advisors by State"

Alexandra placed 43 out of 125 New York advisors in this annual ranking published in March 2026 with data provided as of 9.30.2025.

2026, Barron's, "Top Advisors by State"

Eric Propper ranked 36 out of 125 Florida advisors in this annual ranking published in March 2026 with data provided as of 9/30/25.

2026, Barron's, "Top Advisors by State"

Eric Riak ranked 31 out of 35 Massachusetts advisors in this annual ranking published in March 2026 with data provided as of 09/30/25.

2026, Barron's, "Top Advisors by State"

Tom Bridges placed 3 out of 75 Illinois advisors in this annual ranking published in March 2026 with data provided as of 09/30/25.

2026, Barron's, "Top Advisors by State"

Vicken Ekmekjian placed 48 out of 125 California advisors in this annual ranking published in March 2026 with data provided as of 09/30/25.

2025, Barron's, "Top Advisors by State"

2024, Barron's, "Top Advisors by State"

2022, Barron's, "Top Advisors by State"

Alexandra Fuhrmann placed 25 out of 120 New York advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Charles Hoke placed 19 out of 30 Georgia advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Dee Ann Schedler placed 12 out of 24 D.C. advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Eric Propper placed 100 out of 120 New York advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Eric Riak placed 13 out of 30 Massachusetts advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Scott Thompson placed 25 out of 30 Georgia advisors in this ranking published in March 2022.

2022, Barron's, "Top Advisors by State"

Vicken Ekmekjian placed 47 out of 120 California advisors in this ranking published in March 2022.

2021, Barron's, "Top Advisors by State"

Alexandra Fuhrmann placed 27 out of 120 New York advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Charles Hoke placed 20 out of 30 Georgia advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Eric Propper placed 87 out of 120 New York advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Eric Riak placed 23 out of 30 Massachusetts advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Kishore Setty placed 115 out of 120 New York advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Scott Thompson placed 24 out of 30 Georgia advisors in this ranking published in March 2021.

2021, Barron's, "Top Advisors by State"

Vicken Ekmekjian placed 39 out of 120 California advisors in this ranking published in March 2021.

2020, Barron's, "Top Advisors by State"

Alexandra Fuhrmann placed 62 of 120 New York advisors in this ranking published in March 2020.

2020, Barron's, "Top Advisors by State"

Eric Propper placed 115 of 120 New York advisors in this ranking published in March 2020.

2020, Barron's, "Top Advisors by State"

Scott Thompson placed 22 of 30 Georgia advisors in this ranking published in March 2020.

2020, Barron's, "Top Advisors by State"

Vicken Ekmekjian, CFA®, placed 41 of 120 California advisors in this ranking published in March 2020.

2019, Barron's, "Top Advisors by State"

Eric Propper placed 103 of 120 New York state advisors in this ranking published in March 2019.

2019, Barron's, "Top Advisors by State"

Scott Thompson placed 21 of 29 Georgia advisors in this ranking published in March 2019.

2019, Barron's, "Top Advisors by State"

Vicken Ekmkejian placed 50 of 120 California advisors in this ranking published in March 2019.

2018, Barron's, "Top Advisors by State"

Eric Propper placed 108 of 120 New York state advisors in this ranking published in March 2018.

2018, Barron's, "Top Advisors by State"

Vicken Ekmkejian placed 40 of 120 California advisors in this ranking published in March 2018.

What sets us apart

Financial powerhouse. Personalized service.

A legacy of guiding wealth across generations

Building lifelong relationships, milestone by milestone

John S. "Jack" Markwalter Jr.

Linda Beerman

Gary Pzegeo

Daniel Sullivan Jr.

W. Scott Thompson III

Robert McKeon

Latest news

We are excited to announce that Emory W. (Sandy) Sanders, Jr., CFA, has joined as Managing Director and Senior Portfolio Manager.

CIBC Private Wealth Named Best Alternative Asset Manager by Family Wealth Report

Your success is our success

Discover the CIBC Private Wealth difference

Let’s connect

Building lifelong relationships, milestone by milestone

John S. "Jack" Markwalter Jr.

Linda Beerman

Gary Pzegeo

Daniel Sullivan Jr.

W. Scott Thompson III

A legacy of guiding wealth across generations