Atlanta
3290 Northside Parkway NW, 7th Floor
Atlanta, GA 30327
PHONE NUMBER: 404 881-3400
TOLL FREE: 866 517-3400
FAX NUMBER: 404 816-7143
OFFICE HEAD:
Beth McRae Mayfield, Managing Director & Senior Relationship Manager
WEALTH MANAGEMENT TEAM:
W. Scott Thompson III, CTFA, President of CIBC Family Office
Charles R. Hoke, CFA, Managing Director & Senior Relationship Manager
Halsey O. Schreier, Managing Director & Senior Wealth Strategist
Emily E. Wheeler, Managing Director
Sam A. Adams, Senior Vice President & Senior Relationship Manager
Leah M. Caracheo, CTFA, Senior Vice President & Family Office Executive
Duncan M. Edwards, CFP®, Senior Vice President & Senior Relationship Manager
Victoria "Tori" G. Hood, CTFA, Senior Vice President & Senior Client Service Manager
Leslie S. Kehoe, Senior Vice President & Senior Wealth Strategist
Whitacre Mansfield, Senior Vice President
Christopher E. Procise, Senior Vice President & Family Office Privately Held Investments Manager
Daniel Blaustein, CFP®, Vice President
Robert P. Gaudette, CTFA, Vice President & Client Service Manager
Katherine A. Simmons, CTFA, Vice President
Joe Wright, Vice President
Kristie Dempsey, CFP, CTFA, Closely Held Business Analyst
Kelly D. Daniels, Associate Vice President & Senior Client Service Associate
Catherine M. Armstrong, Senior Associate
Mary-Mac Hailey, Senior Associate & Senior Client Analyst
Matthew P. Manley, Senior Associate
Kiernan Corbett, Associate
Crystal L. Herring, Associate
Kendall A. Jabaley, Associate
Daylan Jhin, Associate
Cambria Russell, CRPC®, Family Office Associate & Client Service Manager
FIRM LEADERS & Team Members:
John S. Markwalter Jr., Chief Executive Officer
Linda S. Beerman, Head of Wealth Strategies
Julia M. Beisel, Executive Director, Business Transformation
Lenore W. Cusick, Chief Strategy and Implementation Officer
Carolyn C. Donnelly, Chief Client Engagement Officer
Mary Sloane Costabile, Vice President
Jennifer L. Platte, Vice President
Roza Rivanshokooh, Director & Senior Counsel
Emily M. Douglas, Senior Compliance Officer
INVESTMENT TEAM:
Frances Boatwright, Managing Director, Wealth Trading
Micaela Luckovich Campbell, Vice President
Thomas A. Mantone, Head Equity Trader