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Asset Publisher
null team executive left
Executive Team
Our professionals are dedicated to delivering exceptional performance and
service with an unwavering focus on you and your best interests.
Contact a CIBC Private Wealth advisor to learn more.
OPERATING COMMITTEE
John S. "Jack" MarkwalterJr. | Chief Executive Officer
Linda S. Beerman | Head of Wealth Strategies
Julia M. Beisel | Executive Director of Business Transformation
Robert C. Bridges | Managing Director and Portfolio Manager, Equities
Gregory B. Campbell | General Counsel
David L. Donabedian, CFA | Chief Investment Officer
Carolyn C. Donnelly | Director of Marketing and Strategic Priorities
Lisa M. Garcia | Chief Risk Officer
John P. Huber | Managing Director and Portfolio Manager, Equities
Bruce D. Katz, CFP® | Director of Strategic Alliances
Paul M. McPheeters, CFA | Lead Manager, Master Limited Partnerships
William Norris | Managing Director
Eric B. Propper, CFA | Vice Chairman
Daniel E. Sullivan, Jr. | Head of Private Banking, CIBC Bank USA
Diana K. Vasquez | Chief Administrative Officer
Scott Wilson | Chief Operating Officer
National & Office Leadership
National leaders
Rob Coulton | Head of Central Region
Amit Dhawan, CFA | Head of Digital Client Interface
Christopher Quinn | Co-Executive Director of CIBC Family Office
Kishore Setty, CFA | Mid-Atlantic Regional Team Executive
W. Scott Thompson III, CTFA | Southeast Regional Team Executive
& Co-Executive Director of CIBC Family Office
John W. Winslow | Director of Insurance Platform Alliances
Office leaders
Kimberly Dwan Bernatz, CFP®, AEP ® | Newport Beach
Mark E. Frazier, CFA | Austin
Brent Fykes, CFA, CFP® | Florida
Jon E. Henderson, CFA, CIC | Chicago
Jonathan K. Kadish, CFP®, ChFC® | West Palm Beach
John Keegan, CFP® | Central U.S
Marc Keller | New York
Kenneth G. Pollard, CFA | Chicago
Dee Ann Schedler | Washington, D.C. and Wilmington
Steven W. Smith | Washington, D.C.
Bas Solleveld | Houston
Jeffrey S. Thomas | Boston
Richard O. Vandenberg, Jr. | San Francisco
Chris Williams | St. Louis
Asset Publisher
null team executive left
Executive Team
Our professionals are dedicated to delivering exceptional performance and
service with an unwavering focus on you and your best interests.
Contact a CIBC Private Wealth advisor to learn more.
OPERATING COMMITTEE
John S. "Jack" MarkwalterJr. | Chief Executive Officer
Linda S. Beerman | Head of Wealth Strategies
Julia M. Beisel | Executive Director of Business Transformation
Robert C. Bridges | Managing Director and Portfolio Manager, Equities
Gregory B. Campbell | General Counsel
David L. Donabedian, CFA | Chief Investment Officer
Carolyn C. Donnelly | Director of Marketing and Strategic Priorities
Lisa M. Garcia | Chief Risk Officer
John P. Huber | Managing Director and Portfolio Manager, Equities
Bruce D. Katz, CFP® | Director of Strategic Alliances
Paul M. McPheeters, CFA | Lead Manager, Master Limited Partnerships
William Norris | Managing Director
Eric B. Propper, CFA | Vice Chairman
Daniel E. Sullivan, Jr. | Head of Private Banking, CIBC Bank USA
Diana K. Vasquez | Chief Administrative Officer
Scott Wilson | Chief Operating Officer
National & Office Leadership
National leaders
Rob Coulton | Head of Central Region
Amit Dhawan, CFA | Head of Digital Client Interface
Christopher Quinn | Co-Executive Director of CIBC Family Office
Kishore Setty, CFA | Mid-Atlantic Regional Team Executive
W. Scott Thompson III, CTFA | Southeast Regional Team Executive
& Co-Executive Director of CIBC Family Office
John W. Winslow | Director of Insurance Platform Alliances
Office leaders
Kimberly Dwan Bernatz, CFP®, AEP ® | Newport Beach
Mark E. Frazier, CFA | Austin
Brent Fykes, CFA, CFP® | Florida
Jon E. Henderson, CFA, CIC | Chicago
Jonathan K. Kadish, CFP®, ChFC® | West Palm Beach
John Keegan, CFP® | Central U.S
Marc Keller | New York
Kenneth G. Pollard, CFA | Chicago
Dee Ann Schedler | Washington, D.C. and Wilmington
Steven W. Smith | Washington, D.C.
Bas Solleveld | Houston
Jeffrey S. Thomas | Boston
Richard O. Vandenberg, Jr. | San Francisco
Chris Williams | St. Louis
Asset Publisher
null team executive left
Executive Team
Our professionals are dedicated to delivering exceptional performance and
service with an unwavering focus on you and your best interests.
Contact a CIBC Private Wealth advisor to learn more.
OPERATING COMMITTEE
John S. "Jack" MarkwalterJr. | Chief Executive Officer
Linda S. Beerman | Head of Wealth Strategies
Julia M. Beisel | Executive Director of Business Transformation
Robert C. Bridges | Managing Director and Portfolio Manager, Equities
Gregory B. Campbell | General Counsel
David L. Donabedian, CFA | Chief Investment Officer
Carolyn C. Donnelly | Director of Marketing and Strategic Priorities
Lisa M. Garcia | Chief Risk Officer
John P. Huber | Managing Director and Portfolio Manager, Equities
Bruce D. Katz, CFP® | Director of Strategic Alliances
Paul M. McPheeters, CFA | Lead Manager, Master Limited Partnerships
William Norris | Managing Director
Eric B. Propper, CFA | Vice Chairman
Daniel E. Sullivan, Jr. | Head of Private Banking, CIBC Bank USA
Diana K. Vasquez | Chief Administrative Officer
Scott Wilson | Chief Operating Officer
National & Office Leadership
National leaders
Rob Coulton | Head of Central Region
Amit Dhawan, CFA | Head of Digital Client Interface
Christopher Quinn | Co-Executive Director of CIBC Family Office
Kishore Setty, CFA | Mid-Atlantic Regional Team Executive
W. Scott Thompson III, CTFA | Southeast Regional Team Executive
& Co-Executive Director of CIBC Family Office
John W. Winslow | Director of Insurance Platform Alliances
Office leaders
Kimberly Dwan Bernatz, CFP®, AEP ® | Newport Beach
Mark E. Frazier, CFA | Austin
Brent Fykes, CFA, CFP® | Florida
Jon E. Henderson, CFA, CIC | Chicago
Jonathan K. Kadish, CFP®, ChFC® | West Palm Beach
John Keegan, CFP® | Central U.S
Marc Keller | New York
Kenneth G. Pollard, CFA | Chicago
Dee Ann Schedler | Washington, D.C. and Wilmington
Steven W. Smith | Washington, D.C.
Bas Solleveld | Houston
Jeffrey S. Thomas | Boston
Richard O. Vandenberg, Jr. | San Francisco
Chris Williams | St. Louis
Asset Publisher
null team executive left
Executive Team
Our professionals are dedicated to delivering exceptional performance and
service with an unwavering focus on you and your best interests.
Contact a CIBC Private Wealth advisor to learn more.
OPERATING COMMITTEE
John S. "Jack" MarkwalterJr. | Chief Executive Officer
Linda S. Beerman | Head of Wealth Strategies
Julia M. Beisel | Executive Director of Business Transformation
Robert C. Bridges | Managing Director and Portfolio Manager, Equities
Gregory B. Campbell | General Counsel
David L. Donabedian, CFA | Chief Investment Officer
Carolyn C. Donnelly | Director of Marketing and Strategic Priorities
Lisa M. Garcia | Chief Risk Officer
John P. Huber | Managing Director and Portfolio Manager, Equities
Bruce D. Katz, CFP® | Director of Strategic Alliances
Paul M. McPheeters, CFA | Lead Manager, Master Limited Partnerships
William Norris | Managing Director
Eric B. Propper, CFA | Vice Chairman
Daniel E. Sullivan, Jr. | Head of Private Banking, CIBC Bank USA
Diana K. Vasquez | Chief Administrative Officer
Scott Wilson | Chief Operating Officer
National & Office Leadership
National leaders
Rob Coulton | Head of Central Region
Amit Dhawan, CFA | Head of Digital Client Interface
Christopher Quinn | Co-Executive Director of CIBC Family Office
Kishore Setty, CFA | Mid-Atlantic Regional Team Executive
W. Scott Thompson III, CTFA | Southeast Regional Team Executive
& Co-Executive Director of CIBC Family Office
John W. Winslow | Director of Insurance Platform Alliances
Office leaders
Kimberly Dwan Bernatz, CFP®, AEP ® | Newport Beach
Mark E. Frazier, CFA | Austin
Brent Fykes, CFA, CFP® | Florida
Jon E. Henderson, CFA, CIC | Chicago
Jonathan K. Kadish, CFP®, ChFC® | West Palm Beach
John Keegan, CFP® | Central U.S
Marc Keller | New York
Kenneth G. Pollard, CFA | Chicago
Dee Ann Schedler | Washington, D.C. and Wilmington
Steven W. Smith | Washington, D.C.
Bas Solleveld | Houston
Jeffrey S. Thomas | Boston
Richard O. Vandenberg, Jr. | San Francisco
Chris Williams | St. Louis
Asset Publisher
null team executive left
Executive Team
Our professionals are dedicated to delivering exceptional performance and
service with an unwavering focus on you and your best interests.
Contact a CIBC Private Wealth advisor to learn more.
OPERATING COMMITTEE
John S. "Jack" MarkwalterJr. | Chief Executive Officer
Linda S. Beerman | Head of Wealth Strategies
Julia M. Beisel | Executive Director of Business Transformation
Robert C. Bridges | Managing Director and Portfolio Manager, Equities
Gregory B. Campbell | General Counsel
David L. Donabedian, CFA | Chief Investment Officer
Carolyn C. Donnelly | Director of Marketing and Strategic Priorities
Lisa M. Garcia | Chief Risk Officer
John P. Huber | Managing Director and Portfolio Manager, Equities
Bruce D. Katz, CFP® | Director of Strategic Alliances
Paul M. McPheeters, CFA | Lead Manager, Master Limited Partnerships
William Norris | Managing Director
Eric B. Propper, CFA | Vice Chairman
Daniel E. Sullivan, Jr. | Head of Private Banking, CIBC Bank USA
Diana K. Vasquez | Chief Administrative Officer
Scott Wilson | Chief Operating Officer
National & Office Leadership
National leaders
Rob Coulton | Head of Central Region
Amit Dhawan, CFA | Head of Digital Client Interface
Christopher Quinn | Co-Executive Director of CIBC Family Office
Kishore Setty, CFA | Mid-Atlantic Regional Team Executive
W. Scott Thompson III, CTFA | Southeast Regional Team Executive
& Co-Executive Director of CIBC Family Office
John W. Winslow | Director of Insurance Platform Alliances
Office leaders
Kimberly Dwan Bernatz, CFP®, AEP ® | Newport Beach
Mark E. Frazier, CFA | Austin
Brent Fykes, CFA, CFP® | Florida
Jon E. Henderson, CFA, CIC | Chicago
Jonathan K. Kadish, CFP®, ChFC® | West Palm Beach
John Keegan, CFP® | Central U.S
Marc Keller | New York
Kenneth G. Pollard, CFA | Chicago
Dee Ann Schedler | Washington, D.C. and Wilmington
Steven W. Smith | Washington, D.C.
Bas Solleveld | Houston
Jeffrey S. Thomas | Boston
Richard O. Vandenberg, Jr. | San Francisco
Chris Williams | St. Louis
Asset Publisher
null team executive left
Executive Team
Our professionals are dedicated to delivering exceptional performance and
service with an unwavering focus on you and your best interests.
Contact a CIBC Private Wealth advisor to learn more.
OPERATING COMMITTEE
John S. "Jack" MarkwalterJr. | Chief Executive Officer
Linda S. Beerman | Head of Wealth Strategies
Julia M. Beisel | Executive Director of Business Transformation
Robert C. Bridges | Managing Director and Portfolio Manager, Equities
Gregory B. Campbell | General Counsel
David L. Donabedian, CFA | Chief Investment Officer
Carolyn C. Donnelly | Director of Marketing and Strategic Priorities
Lisa M. Garcia | Chief Risk Officer
John P. Huber | Managing Director and Portfolio Manager, Equities
Bruce D. Katz, CFP® | Director of Strategic Alliances
Paul M. McPheeters, CFA | Lead Manager, Master Limited Partnerships
William Norris | Managing Director
Eric B. Propper, CFA | Vice Chairman
Daniel E. Sullivan, Jr. | Head of Private Banking, CIBC Bank USA
Diana K. Vasquez | Chief Administrative Officer
Scott Wilson | Chief Operating Officer
National & Office Leadership
National leaders
Rob Coulton | Head of Central Region
Amit Dhawan, CFA | Head of Digital Client Interface
Christopher Quinn | Co-Executive Director of CIBC Family Office
Kishore Setty, CFA | Mid-Atlantic Regional Team Executive
W. Scott Thompson III, CTFA | Southeast Regional Team Executive
& Co-Executive Director of CIBC Family Office
John W. Winslow | Director of Insurance Platform Alliances
Office leaders
Kimberly Dwan Bernatz, CFP®, AEP ® | Newport Beach
Mark E. Frazier, CFA | Austin
Brent Fykes, CFA, CFP® | Florida
Jon E. Henderson, CFA, CIC | Chicago
Jonathan K. Kadish, CFP®, ChFC® | West Palm Beach
John Keegan, CFP® | Central U.S
Marc Keller | New York
Kenneth G. Pollard, CFA | Chicago
Dee Ann Schedler | Washington, D.C. and Wilmington
Steven W. Smith | Washington, D.C.
Bas Solleveld | Houston
Jeffrey S. Thomas | Boston
Richard O. Vandenberg, Jr. | San Francisco
Chris Williams | St. Louis
Asset Publisher
null team executive left
Executive Team
Our professionals are dedicated to delivering exceptional performance and
service with an unwavering focus on you and your best interests.
Contact a CIBC Private Wealth advisor to learn more.
OPERATING COMMITTEE
John S. "Jack" MarkwalterJr. | Chief Executive Officer
Linda S. Beerman | Head of Wealth Strategies
Julia M. Beisel | Executive Director of Business Transformation
Robert C. Bridges | Managing Director and Portfolio Manager, Equities
Gregory B. Campbell | General Counsel
David L. Donabedian, CFA | Chief Investment Officer
Carolyn C. Donnelly | Director of Marketing and Strategic Priorities
Lisa M. Garcia | Chief Risk Officer
John P. Huber | Managing Director and Portfolio Manager, Equities
Bruce D. Katz, CFP® | Director of Strategic Alliances
Paul M. McPheeters, CFA | Lead Manager, Master Limited Partnerships
William Norris | Managing Director
Eric B. Propper, CFA | Vice Chairman
Daniel E. Sullivan, Jr. | Head of Private Banking, CIBC Bank USA
Diana K. Vasquez | Chief Administrative Officer
Scott Wilson | Chief Operating Officer
National & Office Leadership
National leaders
Rob Coulton | Head of Central Region
Amit Dhawan, CFA | Head of Digital Client Interface
Christopher Quinn | Co-Executive Director of CIBC Family Office
Kishore Setty, CFA | Mid-Atlantic Regional Team Executive
W. Scott Thompson III, CTFA | Southeast Regional Team Executive
& Co-Executive Director of CIBC Family Office
John W. Winslow | Director of Insurance Platform Alliances
Office leaders
Kimberly Dwan Bernatz, CFP®, AEP ® | Newport Beach
Mark E. Frazier, CFA | Austin
Brent Fykes, CFA, CFP® | Florida
Jon E. Henderson, CFA, CIC | Chicago
Jonathan K. Kadish, CFP®, ChFC® | West Palm Beach
John Keegan, CFP® | Central U.S
Marc Keller | New York
Kenneth G. Pollard, CFA | Chicago
Dee Ann Schedler | Washington, D.C. and Wilmington
Steven W. Smith | Washington, D.C.
Bas Solleveld | Houston
Jeffrey S. Thomas | Boston
Richard O. Vandenberg, Jr. | San Francisco
Chris Williams | St. Louis