100 Federal Street, 37th Floor
Boston, MA 02110


PHONE NUMBER: 617 357-9600

TOLL FREE: 877 614-9600

FAX NUMBER: 617 357-9602

View all CIBC Private Wealth offices

Office Head:

Thomas N. Riley, CFA, Managing Director & Senior Relationship Manager

Wealth Management Team:

Julie BarronManaging Director & Regional Head

Edward C. Bunn, Managing Director & Senior Relationship Manager

Kimberly A. Dwyer, Managing Director & Senior Relationship Manager

Susan E. Farris, CFA, Managing Director & Senior Relationship Manager

Alan S. Fields, Managing Director & Senior Relationship Manager

Lizabeth P. Fisher, Managing Director & Senior Relationship Manager

Martina A.R. Frangis, Managing Director & Senior Relationship Manager

Mark R. Gudaitis, CFA, Managing Director & Senior Relationship Manager

Peter L. Kugeler, Managing Director & Senior Private Banker

Eric S. Riak, CFP®, Managing Director & Senior Relationship Manager

Judith A. Saxe, AEP®, CAP®, Managing Director & Director of Research and Education

Justin S. Amico, Senior Vice President & Relationship Manager

Joseph A. Beauchaine, CFP®, CAIA, Senior Vice President & Relationship Manager

Liza M. Connelly, Senior Vice President & Fiduciary Advisor

Elizabeth L. DeLaitsch, CFP®, Senior Vice President & Relationship Manager

Mark T. Kane, CFP®, Senior Vice President

Joanne Papangelis, CFP®, Senior Vice President & Relationship Manager

Thomas P. Walsh, CFA, CTFA, Senior Vice President & Senior Relationship Manager

Daniel Brady, CFA, Vice President & Associate Relationship Manager

Brian A. St. Germain, Vice President & Associate Relationship Manager

Thomas P. McHugh, Vice President & Associate Relationship Manager

Jeanne O'Connell, Vice President & Senior Client Service Manager

Lisa L. O'Connor, Vice President & Associate Relationship Manager

John E. Switchenko, CTFA, Vice President & Associate Relationship Manager 

Emily A. Yiannis, Vice President & Relationship Manager 

Christine A. Kobyljanec, CFP®, ChFC®, Associate Vice President & Senior Client Analyst

Arbora Malushi, Associate Vice President & Associate Relationship Manager

Thomas F. McNamara, Jr., Sr. Associate & Risk Assessment Consultant

Taylor Wailes, Associate Vice President & Senior Client Service Associate

Caroline M. Bowne, CTFA, Senior Associate & Senior Client Service Associate

Tara M. Buckley, Senior Client Service Manager

Hilary J. Champagne, Senior Associate & Client Analyst

Dennis Donoghue, Senior Associate & Client Service Manager

Julia M. Hardigan, Senior Associate, Admin Coordinator & Client Service Specialist 

Carol A. Manzo,  Senior Associate & Client Service Manager

Cara A. McCartin, Senior Associate & Client Analyst

Matthew J. Paquette, Senior Associate & Client Service Manager

Victor S. Valenzona, Fiduciary and Tax Associate

Karen D. Wehrle,  Senior Associate & Senior Client Analyst

Belinda Kindell, Associate & Administrative Coordinator

James P. Motsinger, CFA, Senior Associate & Client Analyst

Firm Leaders:

Sidney F. Queler, Managing Director & Chief Growth Officer

Timothy J. Majer, Managing Director & Director of Business Management

William Norris, Chief Investment Officer and Head of Asset Management, CIBC Bank USA

Jeffrey S. Thomas, CFA, Vice Chairman - Boston & Senior Relationship Manager

Lisa M. Garcia, Chief Risk Officer

Aaron B. Shields, Director, Tax Reporting Services

Kimberly L. Keating, Senior Compliance Officer

Ann K. Regan, Associate Vice President, Office Management

Investment Team:

David L. Donabedian, CFA, Chief Investment Officer

Patricia A. Bannan, CFA, Managing Director & Head of Equities

Christopher J. Lanouette, CFA, Managing Director & Investment Manager

Jay Pearlstein, CFA, Managing Director & Senior Portfolio Manager 

Bryan G. Reilly, Managing Director & Senior Investment Analyst

Gary E. Pzegeo, CFA, Head of Fixed Income & Co-Manager, Income Opportunities

Ohm Srinivasan, CFA, Managing Director & & Co-Manager Hedge Funds

Frederick L. Weiss, CFA, Managing Director & Co-Manager, Mid-Cap Growth Strategy

Sean R. Brophy, Senior Vice President & Director, Investment Administration 

Daniel A. Criscuolo, Senior Vice President & Senior Investment Analyst

Scott M. Burg, CFA, CAIA, Senior Vice President & Senior Investment Analyst

Lawrence Li, Senior Vice President & Senior Investment Analyst 

Sid Nargundka, CFA, Senior Vice President & Senior Investment Analyst 

Lori S. Evans, CFA, Vice President & Senior Investment Analyst 

Jeffrey B. Lee, CFA, Vice President & Senior Investment Analyst 

John E. Maloney, Vice President & Investment Manager

Mac Price, CFA, Vice President & Investment Analyst 

Christopher J. Matthews, Associate Vice President & & Investment Associate

Mark A. Zarella, Senior Associate & Investment Analyst

Matthew E. Jessup, Associate & Client Analyst

Kyle W. Leavitt, CFA, Associate & Investment Associate

Cong Tian, CFA, Associate & Portfolio Analyst

Operations and Technology:

Keith M. Willar, Senior Vice President & Performance Team Head