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CIBC Private Wealth Management Blog
Asset Publisher
Kristen Eis
Modified 1 Day ago.
Office heads:
Dee Ann Schedler, Managing Director & Senior Relationship Manager
Steven W. Smith, Managing Director & Senior Relationship Manager
Wealth management team:
Bruce D....
Kristen Eis
Modified 1 Day ago.
Our offices
Alphabetized list of employeesAdams, EricAdams, Sam A.Alva, PabloAmerson, BrettAmico, Justin S.Amore, BrianAnderson, Gregg D.Anderson, Samantha M.Anderson, ThomasAntunes, Mary E....
Kristen Eis
Modified 3 Days ago.
Office head:
Beth McRae Mayfield, Managing Director & Senior Relationship Manager
Wealth management team:
W. Scott Thompson III, CTFA, President of CIBC Family Office
Sam A. Adams,...
Kristen Eis
Modified 3 Days ago.
Brent Fykes, CFA, CFP®, Managing Director
Charles R. Hoke, CFA, Managing Director
W. Scott Thompson, III, Managing Director
Leah M. Caracheo, Senior Vice President
Tori G. Hood, Vice President...
Kristen Eis
Modified 3 Days ago.
Private Wealth
Private Banking
Office head
Robert J. Coulton, CFP®, Head of Central Region
Chicago leadership
Christopher Quinn, Executive Director of CIBC Family Office
Robert C....
Kristen Eis
Modified 7 Days ago.
Operating committee
John S. "Jack" Markwalter Jr. | Chief Executive Officer
Linda S. Beerman | Head of Wealth Strategies
Julia M. Beisel | Executive Director of Business...
Kristen Eis
Modified 9 Days ago.
Office head:
Jonathan K. Kadish, CFP®, ChFC®, Managing Director & Senior Relationship Manager
Wealth management team:
Primary local contact:
Bradley Fincher, Managing Director...
Kristen Eis
Modified 9 Days ago.
Office head:
William Norris, Head of Boston
Wealth management team:
Liza M. Connelly, Managing Director & Director of Trust and Estate Services
Thomas Anderson, CFA®, Managing Director...
Matthew Mammola
Modified 13 Days ago.
CIBC Atlas Funds
The CIBC Atlas Funds are a mutual fund family offering a broad range of investment strategies, which may fit within your asset allocation. Each of the funds is a series of...
Kristen Eis
Modified 20 Days ago.
Leadership
David L. Donabedian, CFA | Chief Investment Officer
Equity
Patricia A. Bannan, CFA | Head of Equities, Disciplined Equity
Portfolio managers
Jeremiah...
Gary Pzegeo, CFA
Modified 22 Days ago.
A summary of the Federal Reserve's December 2024 meeting
Kristen Eis
Modified 22 Days ago.
Virtual author series
Explore interesting books alongside compelling wealth management topics with host Rebecca Milliman, senior wealth strategist at CIBC Private Wealth
​
...
Kristen Eis
Modified 22 Days ago.
Office head:
Kimberly Dwan Bernatz, CFP®, AEP®, Managing Director & Office Head
Wealth management team:
Brett Amerson, Managing Director & Private Banker
Nahid Aminzai, Managing...
Asset Publisher
Kristen Eis
Modified 1 Day ago.
Office heads:
Dee Ann Schedler, Managing Director & Senior Relationship Manager
Steven W. Smith, Managing Director & Senior Relationship Manager
Wealth management team:
Bruce D....
Kristen Eis
Modified 1 Day ago.
Our offices
Alphabetized list of employeesAdams, EricAdams, Sam A.Alva, PabloAmerson, BrettAmico, Justin S.Amore, BrianAnderson, Gregg D.Anderson, Samantha M.Anderson, ThomasAntunes, Mary E....
Kristen Eis
Modified 3 Days ago.
Office head:
Beth McRae Mayfield, Managing Director & Senior Relationship Manager
Wealth management team:
W. Scott Thompson III, CTFA, President of CIBC Family Office
Sam A. Adams,...
Kristen Eis
Modified 3 Days ago.
Brent Fykes, CFA, CFP®, Managing Director
Charles R. Hoke, CFA, Managing Director
W. Scott Thompson, III, Managing Director
Leah M. Caracheo, Senior Vice President
Tori G. Hood, Vice President...
Kristen Eis
Modified 3 Days ago.
Private Wealth
Private Banking
Office head
Robert J. Coulton, CFP®, Head of Central Region
Chicago leadership
Christopher Quinn, Executive Director of CIBC Family Office
Robert C....
Kristen Eis
Modified 7 Days ago.
Operating committee
John S. "Jack" Markwalter Jr. | Chief Executive Officer
Linda S. Beerman | Head of Wealth Strategies
Julia M. Beisel | Executive Director of Business...
Kristen Eis
Modified 9 Days ago.
Office head:
Jonathan K. Kadish, CFP®, ChFC®, Managing Director & Senior Relationship Manager
Wealth management team:
Primary local contact:
Bradley Fincher, Managing Director...
Kristen Eis
Modified 9 Days ago.
Office head:
William Norris, Head of Boston
Wealth management team:
Liza M. Connelly, Managing Director & Director of Trust and Estate Services
Thomas Anderson, CFA®, Managing Director...
Matthew Mammola
Modified 13 Days ago.
CIBC Atlas Funds
The CIBC Atlas Funds are a mutual fund family offering a broad range of investment strategies, which may fit within your asset allocation. Each of the funds is a series of...
Kristen Eis
Modified 20 Days ago.
Leadership
David L. Donabedian, CFA | Chief Investment Officer
Equity
Patricia A. Bannan, CFA | Head of Equities, Disciplined Equity
Portfolio managers
Jeremiah...
Gary Pzegeo, CFA
Modified 22 Days ago.
A summary of the Federal Reserve's December 2024 meeting
Kristen Eis
Modified 22 Days ago.
Virtual author series
Explore interesting books alongside compelling wealth management topics with host Rebecca Milliman, senior wealth strategist at CIBC Private Wealth
​
...
Kristen Eis
Modified 22 Days ago.
Office head:
Kimberly Dwan Bernatz, CFP®, AEP®, Managing Director & Office Head
Wealth management team:
Brett Amerson, Managing Director & Private Banker
Nahid Aminzai, Managing...
Asset Publisher
Kristen Eis
Modified 1 Day ago.
Office heads:
Dee Ann Schedler, Managing Director & Senior Relationship Manager
Steven W. Smith, Managing Director & Senior Relationship Manager
Wealth management team:
Bruce D....
Kristen Eis
Modified 1 Day ago.
Our offices
Alphabetized list of employeesAdams, EricAdams, Sam A.Alva, PabloAmerson, BrettAmico, Justin S.Amore, BrianAnderson, Gregg D.Anderson, Samantha M.Anderson, ThomasAntunes, Mary E....
Kristen Eis
Modified 3 Days ago.
Office head:
Beth McRae Mayfield, Managing Director & Senior Relationship Manager
Wealth management team:
W. Scott Thompson III, CTFA, President of CIBC Family Office
Sam A. Adams,...
Kristen Eis
Modified 3 Days ago.
Brent Fykes, CFA, CFP®, Managing Director
Charles R. Hoke, CFA, Managing Director
W. Scott Thompson, III, Managing Director
Leah M. Caracheo, Senior Vice President
Tori G. Hood, Vice President...
Kristen Eis
Modified 3 Days ago.
Private Wealth
Private Banking
Office head
Robert J. Coulton, CFP®, Head of Central Region
Chicago leadership
Christopher Quinn, Executive Director of CIBC Family Office
Robert C....
Kristen Eis
Modified 7 Days ago.
Operating committee
John S. "Jack" Markwalter Jr. | Chief Executive Officer
Linda S. Beerman | Head of Wealth Strategies
Julia M. Beisel | Executive Director of Business...
Kristen Eis
Modified 9 Days ago.
Office head:
Jonathan K. Kadish, CFP®, ChFC®, Managing Director & Senior Relationship Manager
Wealth management team:
Primary local contact:
Bradley Fincher, Managing Director...
Kristen Eis
Modified 9 Days ago.
Office head:
William Norris, Head of Boston
Wealth management team:
Liza M. Connelly, Managing Director & Director of Trust and Estate Services
Thomas Anderson, CFA®, Managing Director...
Matthew Mammola
Modified 13 Days ago.
CIBC Atlas Funds
The CIBC Atlas Funds are a mutual fund family offering a broad range of investment strategies, which may fit within your asset allocation. Each of the funds is a series of...
Kristen Eis
Modified 20 Days ago.
Leadership
David L. Donabedian, CFA | Chief Investment Officer
Equity
Patricia A. Bannan, CFA | Head of Equities, Disciplined Equity
Portfolio managers
Jeremiah...
Gary Pzegeo, CFA
Modified 22 Days ago.
A summary of the Federal Reserve's December 2024 meeting
Kristen Eis
Modified 22 Days ago.
Virtual author series
Explore interesting books alongside compelling wealth management topics with host Rebecca Milliman, senior wealth strategist at CIBC Private Wealth
​
...
Kristen Eis
Modified 22 Days ago.
Office head:
Kimberly Dwan Bernatz, CFP®, AEP®, Managing Director & Office Head
Wealth management team:
Brett Amerson, Managing Director & Private Banker
Nahid Aminzai, Managing...
Asset Publisher
Kristen Eis
Modified 1 Day ago.
Office heads:
Dee Ann Schedler, Managing Director & Senior Relationship Manager
Steven W. Smith, Managing Director & Senior Relationship Manager
Wealth management team:
Bruce D....
Kristen Eis
Modified 1 Day ago.
Our offices
Alphabetized list of employeesAdams, EricAdams, Sam A.Alva, PabloAmerson, BrettAmico, Justin S.Amore, BrianAnderson, Gregg D.Anderson, Samantha M.Anderson, ThomasAntunes, Mary E....
Kristen Eis
Modified 3 Days ago.
Office head:
Beth McRae Mayfield, Managing Director & Senior Relationship Manager
Wealth management team:
W. Scott Thompson III, CTFA, President of CIBC Family Office
Sam A. Adams,...
Kristen Eis
Modified 3 Days ago.
Brent Fykes, CFA, CFP®, Managing Director
Charles R. Hoke, CFA, Managing Director
W. Scott Thompson, III, Managing Director
Leah M. Caracheo, Senior Vice President
Tori G. Hood, Vice President...
Kristen Eis
Modified 3 Days ago.
Private Wealth
Private Banking
Office head
Robert J. Coulton, CFP®, Head of Central Region
Chicago leadership
Christopher Quinn, Executive Director of CIBC Family Office
Robert C....
Kristen Eis
Modified 7 Days ago.
Operating committee
John S. "Jack" Markwalter Jr. | Chief Executive Officer
Linda S. Beerman | Head of Wealth Strategies
Julia M. Beisel | Executive Director of Business...
Kristen Eis
Modified 9 Days ago.
Office head:
Jonathan K. Kadish, CFP®, ChFC®, Managing Director & Senior Relationship Manager
Wealth management team:
Primary local contact:
Bradley Fincher, Managing Director...
Kristen Eis
Modified 9 Days ago.
Office head:
William Norris, Head of Boston
Wealth management team:
Liza M. Connelly, Managing Director & Director of Trust and Estate Services
Thomas Anderson, CFA®, Managing Director...
Matthew Mammola
Modified 13 Days ago.
CIBC Atlas Funds
The CIBC Atlas Funds are a mutual fund family offering a broad range of investment strategies, which may fit within your asset allocation. Each of the funds is a series of...
Kristen Eis
Modified 20 Days ago.
Leadership
David L. Donabedian, CFA | Chief Investment Officer
Equity
Patricia A. Bannan, CFA | Head of Equities, Disciplined Equity
Portfolio managers
Jeremiah...
Gary Pzegeo, CFA
Modified 22 Days ago.
A summary of the Federal Reserve's December 2024 meeting
Kristen Eis
Modified 22 Days ago.
Virtual author series
Explore interesting books alongside compelling wealth management topics with host Rebecca Milliman, senior wealth strategist at CIBC Private Wealth
​
...
Kristen Eis
Modified 22 Days ago.
Office head:
Kimberly Dwan Bernatz, CFP®, AEP®, Managing Director & Office Head
Wealth management team:
Brett Amerson, Managing Director & Private Banker
Nahid Aminzai, Managing...
Asset Publisher
Kristen Eis
Modified 1 Day ago.
Office heads:
Dee Ann Schedler, Managing Director & Senior Relationship Manager
Steven W. Smith, Managing Director & Senior Relationship Manager
Wealth management team:
Bruce D....
Kristen Eis
Modified 1 Day ago.
Our offices
Alphabetized list of employeesAdams, EricAdams, Sam A.Alva, PabloAmerson, BrettAmico, Justin S.Amore, BrianAnderson, Gregg D.Anderson, Samantha M.Anderson, ThomasAntunes, Mary E....
Kristen Eis
Modified 3 Days ago.
Office head:
Beth McRae Mayfield, Managing Director & Senior Relationship Manager
Wealth management team:
W. Scott Thompson III, CTFA, President of CIBC Family Office
Sam A. Adams,...
Kristen Eis
Modified 3 Days ago.
Brent Fykes, CFA, CFP®, Managing Director
Charles R. Hoke, CFA, Managing Director
W. Scott Thompson, III, Managing Director
Leah M. Caracheo, Senior Vice President
Tori G. Hood, Vice President...
Kristen Eis
Modified 3 Days ago.
Private Wealth
Private Banking
Office head
Robert J. Coulton, CFP®, Head of Central Region
Chicago leadership
Christopher Quinn, Executive Director of CIBC Family Office
Robert C....
Kristen Eis
Modified 7 Days ago.
Operating committee
John S. "Jack" Markwalter Jr. | Chief Executive Officer
Linda S. Beerman | Head of Wealth Strategies
Julia M. Beisel | Executive Director of Business...
Kristen Eis
Modified 9 Days ago.
Office head:
Jonathan K. Kadish, CFP®, ChFC®, Managing Director & Senior Relationship Manager
Wealth management team:
Primary local contact:
Bradley Fincher, Managing Director...
Kristen Eis
Modified 9 Days ago.
Office head:
William Norris, Head of Boston
Wealth management team:
Liza M. Connelly, Managing Director & Director of Trust and Estate Services
Thomas Anderson, CFA®, Managing Director...
Matthew Mammola
Modified 13 Days ago.
CIBC Atlas Funds
The CIBC Atlas Funds are a mutual fund family offering a broad range of investment strategies, which may fit within your asset allocation. Each of the funds is a series of...
Kristen Eis
Modified 20 Days ago.
Leadership
David L. Donabedian, CFA | Chief Investment Officer
Equity
Patricia A. Bannan, CFA | Head of Equities, Disciplined Equity
Portfolio managers
Jeremiah...
Gary Pzegeo, CFA
Modified 22 Days ago.
A summary of the Federal Reserve's December 2024 meeting
Kristen Eis
Modified 22 Days ago.
Virtual author series
Explore interesting books alongside compelling wealth management topics with host Rebecca Milliman, senior wealth strategist at CIBC Private Wealth
​
...
Kristen Eis
Modified 22 Days ago.
Office head:
Kimberly Dwan Bernatz, CFP®, AEP®, Managing Director & Office Head
Wealth management team:
Brett Amerson, Managing Director & Private Banker
Nahid Aminzai, Managing...
Asset Publisher
Kristen Eis
Modified 1 Day ago.
Office heads:
Dee Ann Schedler, Managing Director & Senior Relationship Manager
Steven W. Smith, Managing Director & Senior Relationship Manager
Wealth management team:
Bruce D....
Kristen Eis
Modified 1 Day ago.
Our offices
Alphabetized list of employeesAdams, EricAdams, Sam A.Alva, PabloAmerson, BrettAmico, Justin S.Amore, BrianAnderson, Gregg D.Anderson, Samantha M.Anderson, ThomasAntunes, Mary E....
Kristen Eis
Modified 3 Days ago.
Office head:
Beth McRae Mayfield, Managing Director & Senior Relationship Manager
Wealth management team:
W. Scott Thompson III, CTFA, President of CIBC Family Office
Sam A. Adams,...
Kristen Eis
Modified 3 Days ago.
Brent Fykes, CFA, CFP®, Managing Director
Charles R. Hoke, CFA, Managing Director
W. Scott Thompson, III, Managing Director
Leah M. Caracheo, Senior Vice President
Tori G. Hood, Vice President...
Kristen Eis
Modified 3 Days ago.
Private Wealth
Private Banking
Office head
Robert J. Coulton, CFP®, Head of Central Region
Chicago leadership
Christopher Quinn, Executive Director of CIBC Family Office
Robert C....
Kristen Eis
Modified 7 Days ago.
Operating committee
John S. "Jack" Markwalter Jr. | Chief Executive Officer
Linda S. Beerman | Head of Wealth Strategies
Julia M. Beisel | Executive Director of Business...
Kristen Eis
Modified 9 Days ago.
Office head:
Jonathan K. Kadish, CFP®, ChFC®, Managing Director & Senior Relationship Manager
Wealth management team:
Primary local contact:
Bradley Fincher, Managing Director...
Kristen Eis
Modified 9 Days ago.
Office head:
William Norris, Head of Boston
Wealth management team:
Liza M. Connelly, Managing Director & Director of Trust and Estate Services
Thomas Anderson, CFA®, Managing Director...
Matthew Mammola
Modified 13 Days ago.
CIBC Atlas Funds
The CIBC Atlas Funds are a mutual fund family offering a broad range of investment strategies, which may fit within your asset allocation. Each of the funds is a series of...
Kristen Eis
Modified 20 Days ago.
Leadership
David L. Donabedian, CFA | Chief Investment Officer
Equity
Patricia A. Bannan, CFA | Head of Equities, Disciplined Equity
Portfolio managers
Jeremiah...
Gary Pzegeo, CFA
Modified 22 Days ago.
A summary of the Federal Reserve's December 2024 meeting
Kristen Eis
Modified 22 Days ago.
Virtual author series
Explore interesting books alongside compelling wealth management topics with host Rebecca Milliman, senior wealth strategist at CIBC Private Wealth
​
...
Kristen Eis
Modified 22 Days ago.
Office head:
Kimberly Dwan Bernatz, CFP®, AEP®, Managing Director & Office Head
Wealth management team:
Brett Amerson, Managing Director & Private Banker
Nahid Aminzai, Managing...
Asset Publisher
Kristen Eis
Modified 1 Day ago.
Office heads:
Dee Ann Schedler, Managing Director & Senior Relationship Manager
Steven W. Smith, Managing Director & Senior Relationship Manager
Wealth management team:
Bruce D....
Kristen Eis
Modified 1 Day ago.
Our offices
Alphabetized list of employeesAdams, EricAdams, Sam A.Alva, PabloAmerson, BrettAmico, Justin S.Amore, BrianAnderson, Gregg D.Anderson, Samantha M.Anderson, ThomasAntunes, Mary E....
Kristen Eis
Modified 3 Days ago.
Office head:
Beth McRae Mayfield, Managing Director & Senior Relationship Manager
Wealth management team:
W. Scott Thompson III, CTFA, President of CIBC Family Office
Sam A. Adams,...
Kristen Eis
Modified 3 Days ago.
Brent Fykes, CFA, CFP®, Managing Director
Charles R. Hoke, CFA, Managing Director
W. Scott Thompson, III, Managing Director
Leah M. Caracheo, Senior Vice President
Tori G. Hood, Vice President...
Kristen Eis
Modified 3 Days ago.
Private Wealth
Private Banking
Office head
Robert J. Coulton, CFP®, Head of Central Region
Chicago leadership
Christopher Quinn, Executive Director of CIBC Family Office
Robert C....
Kristen Eis
Modified 7 Days ago.
Operating committee
John S. "Jack" Markwalter Jr. | Chief Executive Officer
Linda S. Beerman | Head of Wealth Strategies
Julia M. Beisel | Executive Director of Business...
Kristen Eis
Modified 9 Days ago.
Office head:
Jonathan K. Kadish, CFP®, ChFC®, Managing Director & Senior Relationship Manager
Wealth management team:
Primary local contact:
Bradley Fincher, Managing Director...
Kristen Eis
Modified 9 Days ago.
Office head:
William Norris, Head of Boston
Wealth management team:
Liza M. Connelly, Managing Director & Director of Trust and Estate Services
Thomas Anderson, CFA®, Managing Director...
Matthew Mammola
Modified 13 Days ago.
CIBC Atlas Funds
The CIBC Atlas Funds are a mutual fund family offering a broad range of investment strategies, which may fit within your asset allocation. Each of the funds is a series of...
Kristen Eis
Modified 20 Days ago.
Leadership
David L. Donabedian, CFA | Chief Investment Officer
Equity
Patricia A. Bannan, CFA | Head of Equities, Disciplined Equity
Portfolio managers
Jeremiah...
Gary Pzegeo, CFA
Modified 22 Days ago.
A summary of the Federal Reserve's December 2024 meeting
Kristen Eis
Modified 22 Days ago.
Virtual author series
Explore interesting books alongside compelling wealth management topics with host Rebecca Milliman, senior wealth strategist at CIBC Private Wealth
​
...
Kristen Eis
Modified 22 Days ago.
Office head:
Kimberly Dwan Bernatz, CFP®, AEP®, Managing Director & Office Head
Wealth management team:
Brett Amerson, Managing Director & Private Banker
Nahid Aminzai, Managing...