CIBC Brings Together Private Wealth and Commercial Banking Teams in New Office Space in West Palm Beach and Tampa, Florida

Jack Markwalter
June 11, 2019

CIBC Private Wealth expands in Florida.

I am pleased to announce that on June 3, our Private Wealth team joined CIBC’s Commercial Banking team and relocated to new office space at 525 Okeechobee Blvd. in West Palm Beach, Florida. The firm is also brings together the Private Wealth and Commercial Banking teams into new office space at 100 North Tampa Street in Tampa, Florida as of today. 

While both Private Wealth and Commercial Banking have been operating in the West Palm Beach and Tampa markets for quite some time, our clients now have access to a holistic suite of capabilities—private wealth management, private banking and commercial banking—in one location. Bringing our teams together allows even greater ability for our professionals to collaborate to meet our clients’ needs.

Jonathan Kadish, CFP®, ChFC®, will serve as the Private Wealth Management office head for both the West Palm Beach and Tampa locations. Jonathan is a senior relationship manager with more than 30 years of industry experience, who worked in the firm’s New York office for 15 years. He provides a broad range of sophisticated wealth management services to high net worth clients throughout the country. He also serves on CIBC Private Wealth’s discretionary distribution and loan committee.

Brad Fincher will be our CIBC Private Wealth representative in residence in Tampa, coordinating our business development efforts with the Commercial Banking team.

Please join me in congratulating Jonathan Kadish, Brad Fincher and our entire Florida team on their new offices!

Jack Markwalter is Chief Executive Officer of CIBC Private Wealth Management in the U.S. and serves on CIBC’s Operating Committee as a member of the executive leadership team and on CIBC’s U.S. Executive Committee. He is also chairman of several of the entities within CIBC Private Wealth Management: CIBC National Trust Company, CIBC Delaware Trust Company, CIBC Private Wealth Advisors, Inc., and CIBC Private Wealth Group, LLC.

Private banking solutions are offered through CIBC Bank USA, Member FDIC and  Equal Housing Lender. CIBC Bank USA and CIBC Private Wealth Group, LLC are both indirect, wholly owned subsidiaries of CIBC. CIBC Private Wealth Group and its subsidiaries do not provide, and are not responsible for, the products and services offered by CIBC Bank USA. CIBC Bank USA (Bank) will not pay employees of CIBC Private Wealth Group or its subsidiaries for referring clients to Bank, but to the extent permitted by applicable laws and regulations, the referral of clients to Bank for eligible products or services may be considered by CIBC Private Wealth Group in determining discretionary compensation to employees.

Next