Corporate News CIBC adds four senior professionals to its US Private Wealth business CHICAGO, AUGUST 16, 2022—CIBC today announced it has recently hired the following senior professionals, expanding its Private Wealth team across key US markets:
- Daniel Grady, managing director and Regional Private Banking Director in Newport Beach, California
- Christopher Sporer, CFP®, senior vice president and Business Development Officer in Chicago, Illinois
- Patricia Tiralongo, CFA, managing director and Institutional Business Developer in New York, New York.
- John Welsh, managing director and Family Office Executive in Chicago, Illinois and St. Louis, Missouri
“We are pleased to welcome Dan, Chris, John and Patricia to our Private Wealth team,” said John S. “Jack” Markwalter, Jr., CEO of CIBC Private Wealth, US. “Providing extraordinary client service and broad wealth management capabilities are our top priorities, and expanding our expertise will allow us to continue helping our clients turn their ambitions into reality.”
Daniel Grady, based in Newport Beach, CA, brings more than 38 years of banking experience to CIBC Private Wealth. In his role as regional director, he is responsible for leading, growing and managing a team of experienced private bankers and advisors in California and Texas. Previously, Grady served as a senior vice president and group manager at Comerica Bank. He earned an MBA from Wayne State University and bachelor’s degree in business from Western Michigan University.
As a business development officer with more than 25 years of industry experience, Chris Sporer fosters new and existing client relationships in Illinois and surrounding states. Prior to joining the firm, he served as a strategic relationship manager at TD Ameritrade. Sporer earned a bachelor’s degree in political science from the University of Illinois Urbana-Champaign and holds the CERTIFIED FINANCIAL PLANNER™ certification.
John Welsh joins CIBC’s Family Office with more than 15 years of industry experience and will serve as a trusted advisor supporting families in their Family Office Group. Prior to joining the firm, Welsh led the Family Office at Commerce Trust Company in St. Louis. He earned a Juris Doctor degree from the Northwestern University School of Law and a bachelor’s degree in accounting from the University of Notre Dame.
Patricia Tiralongo is an institutional business developer at CIBC Private Wealth, with over 20 years of industry experience. In this role, she is responsible for representing CIBC Private Wealth and CIBC Asset Management strategies across the US Institutional allocator community. Previously, Tiralongo served as the managing director of business development at Epoch Investment Partners, a subsidiary of TD Bank Group. She earned a bachelor’s degree in management (with honors) from the University of Toronto. She is also a Chartered Financial Analyst® charter holder.
The Certified Wealth Strategist® education and designation are administered by Cannon Financial Institute. The CWS® Board of Standards awards credentials to individuals who successfully complete initial and ongoing certification requirements. The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the US.
Media Contact
