3290 Northside Parkway, 7th Floor Atlanta, GA 30327
PHONE NUMBER: 404 881-3400
TOLL FREE: 866 517-3400
FAX NUMBER: 404 816-7143
Office Head:
W. Scott Thompson III, CTFA, Managing Director
Wealth Management Team:
Barry N. Berlin, CFA, Managing Director
Charles R. Hoke, CFA, Managing Director
Beth McRae Mayfield, Managing Director
Leah M. Caracheo, Senior Vice President
Victoria "Tori" G. Hood Senior Vice President
Sam A. Adams, Vice President
Giovanni Boccia, CFP® Vice President
Duncan M. Edwards, CFP® Vice President
Whitacre Mansfield, Vice President
Brent L. Taylor, Vice President
Katherine A. Simmons, CTFA, Associate Vice President
Daniel Blaustein CFP®, Senior Associate
Lillis L. Breland, CTFA, Senior Associate
Kelly D. Daniels, Senior Associate
Firm Leaders:
John S. Markwalter Jr., CEO
Linda S. Beerman, Head of Wealth Strategies
Clint L. Ward, Chief Compliance Officer
Julia M. Beisel, Managing Director
Wayne K. DeWitt Jr., Managing Director
Carolyn C. Donnelly, Managing Director
Lenore W. Cusick, Vice President
Snehal G. Vara, Vice President
Jennifer L. Platte, Associate Vice President
Abigail R. Smith, Corporate Paralegal
Nooruddin Tharani, Senior Compliance Officer
Emily M. Douglas, Senior Compliance Analyst
Kristy L. Daube, Senior Associate
Micaela M. Luckovich, Senior Associate
Magnolia P. Shumaker, Senior Associate
Mary Sloane Stribling, Senior Associate
Page E. Hall, Specialist
Patce Dutcher, Associate
Emily G. Wakefield, Associate
Investment Team:
Frances Boatwright, Senior Vice President
Thomas A. Mantone, Senior Vice President
Private Banking Team:
Elizabeth Zielinski, Managing Director, CIBC Bank USA
W. Scott
Thompson III
Managing Director and
Office Head
Barry N.
Berlin, CFA
Managing Director
Senior Relationship Manager
Charles R.
Hoke, CFA
Beth McRae
Mayfield
Senior Wealth Strategist
Leah M.
Caracheo
Senior Vice President
Senior Client Service Manager
Victoria G.
Hood
Sam A.
Adams
Vice President
Relationship Manager
Giovanni
Boccia, CFP®
Duncan M.
Edwards, CFP®
Whitacre
Mansfield
Brent L.
Taylor
Business Development Officer
Katherine A.
Simmons, CTFA
Associate Vice President
Client Service Manager
Daniel
Blaustein, CFP®
Senior Associate
Senior Client Analyst
Lillis L.
Breland, CTFA
Client Service Associate
Kelly D.
Daniels
John S.
Markwalter, Jr.
Chairman and CEO
Linda S.
Beerman
Head of Wealth Strategies
Clint L.
Ward
Chief Compliance Officer
Julia M.
Beisel
Director of Client Service Administration
Wayne K.
DeWitt
General Counsel
Carolyn C.
Donnelly
Director of Marketing and Strategic Priorities
Lenore W.
Cusick
Director of Client and Employee Engagement
Snehal G.
Vara
Vice President, Marketing
Jennifer L.
Platte
Fiduciary Controls Consultant
Abigail R.
Smith
Corporate Paralegal
Nooruddin
Tharani
Director
Wealth Management AML Compliance
Emily M.
Douglas
Senior Compliance Analyst
Kristy L.
Daube
Senior Associate, Marketing
Micaela M.
Luckovich
Magnolia P.
Shumaker
Senior Account Administration Associate
Mary Sloane
Stribling
Event Coordinator
Page E.
Hall
Specialist
Marketing Events Specialist
Patce
Dutcher
Executive Assistant
Associate
Emily G.
Wakefield
Account Administration Associate
Frances
Boatwright
Senior Equity Trader
Thomas A.
Mantone, Jr.
Head Equity Trader
Elizabeth G.
Zielinski
Senior Private Banker, CIBC Bank USA
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