Atlanta, Georgia

Atlanta

View all CIBC Private Wealth offices
 

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

Managing Director

Senior Relationship Manager

 

Beth McRae

Mayfield

Managing Director

Senior Wealth Strategist

 

Leah M.

Caracheo

Senior Vice President

Senior Client Service Manager

 

Victoria G.

Hood

Senior Vice President

Senior Client Service Manager

 

Sam A.

Adams

Vice President

Relationship Manager

 

Giovanni

Boccia, CFP®

Vice President

Relationship Manager

 

Duncan M.

Edwards, CFP®

Vice President

Relationship Manager

 

Whitacre

Mansfield

Vice President

Senior Client Service Manager

 

Brent L.

Taylor

Vice President

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

Senior Associate

Client Service Associate

 

Kelly D.

Daniels

Senior Associate

Client Service Associate

 

John S.

Markwalter, Jr.

Chairman and CEO

 

Linda S.

Beerman

Head of Wealth Strategies

 

Clint L.

Ward

Chief Compliance Officer

 

Julia M.

Beisel

Managing Director

Director of Client Service Administration

 

Wayne K.

DeWitt

Managing Director

General Counsel

 

Carolyn C.

Donnelly

Managing Director

Director of Marketing and Strategic Priorities

 

Lenore W.

Cusick

Vice President

Director of Client and Employee Engagement

 

Snehal G.

Vara

Vice President, Marketing

 

Jennifer L.

Platte

Associate Vice President

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

Senior Associate, Marketing

 

Magnolia P.

Shumaker

Senior Associate

Senior Account Administration Associate

 

Mary Sloane

Stribling

Senior Associate

Event Coordinator

 

Page E.

Hall

Specialist

Marketing Events Specialist

 

Patce

Dutcher

Executive Assistant

Associate

 

Emily G.

Wakefield

Associate

Account Administration Associate

 

Frances

Boatwright

Vice President

Senior Equity Trader

 

Thomas A.

Mantone, Jr.

Senior Vice President

Head Equity Trader

 

Elizabeth G.

Zielinski

Managing Director

Senior Private Banker, CIBC Bank USA