OFFICE HEAD:

Beth McRae Mayfield, Managing Director & Senior Wealth Strategist

WEALTH MANAGEMENT TEAM:

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

Brent L. Taylor, CFP^®, Vice President & Director, Foundations & Endowments

Joe Wright, Vice President

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

FIRM LEADERS & Team Members:

John S. Markwalter Jr., Chief Executive Officer

W. Scott Thompson III, CTFA, President of CIBC Family Office

Linda S. Beerman, Head of Wealth Strategies

Julia M. Beisel, Executive Director, Business Transformation

Lenore W. Cusick, Chief Strategy and Implementation Officer

Mary Sloane Costabile, Vice President

Jennifer L. Platte, Vice President

Carolyn C. Donnelly, Chief Client Engagement Officer

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

Kristie Dempsey, CFP, CTFA, Closely Held Business Analyst