Consumer and commercial banking products and services are offered through CIBC Bank USA. Member FDIC and Equal Housing Lender. All loans are subject to credit approval. Trust services and investment products are offered by CIBC Private Wealth Management. CIBC Private Wealth Management includes CIBC National Trust Company, CIBC Delaware Trust Company and CIBC Private Wealth Advisors, Inc. (a registered investment adviser) all of which are wholly owned subsidiaries of CIBC Private Wealth Group, LLC — and the private banking division of CIBC Bank USA. Trust services and investment products are not FDIC insured, not deposits or obligations of, or guaranteed by, CIBC Bank USA or CIBC National Trust Company, and are subject to investment risk, including loss of principal.
Commercial real estate products and services offered by CIBC Bank USA and CIBC Inc.
CIBC Capital Markets is a trademark brand name under which CIBC and some of its subsidiaries, including CIBC World Markets Inc., CIBC World Markets Corp. and CIBC Bank USA, provide different products and services. Capital Markets products are not FDIC insured; not deposits or obligations of, or guaranteed by, CIBC Bank USA; and are subject to investment risk, including loss of principal.
This website is not intended for use by residents of the European Union (EU).
The CIBC Logo is a registered trademark of CIBC, used under license.
©2026 CIBC Bank USA.
Senior Wealth Strategist
Keri Pankow is a senior wealth strategist at CIBC Private Wealth in the San Francisco, Newport Beach and Denver offices with over 10 years of industry experience. In this role, she works closely with relationship managers and clients to develop and implement estate and wealth transfer strategies as part of the firm’s integrated wealth management process.
Prior to joining the firm, Keri was an attorney at Plageman, Lund & Cannon LLP, where she practiced in the areas of estate planning, trust and estate administration and taxation. Keri prepared comprehensive estate plans for and advised clients on wealth planning, transfer tax strategies, trust administration, property tax planning and business succession planning. Previously, she practiced civil litigation before shifting her focus to estate planning.
Keri earned a Bachelor of Science in Management from the A.B. Freeman School of Business at Tulane University; a Juris Doctor degree as well as a Master of Laws (LL.M.) in taxation from New York Law School.
Keri is admitted to the California and New York bars. She is a member of the San Francisco Estate Planning Council, and in 2025 was awarded the Accredited Estate Planner® (AEP®) designation in recognition of her experience in estate planning.
