Boston, Massachusetts

Boston

View all CIBC Private Wealth offices
 

100 Federal Street, 37th Floor
Boston, MA 02110

 

PHONE NUMBER: 617 357-9600

TOLL FREE: 877 614-9600

FAX NUMBER: 617 357-9602


Office Head:

Thomas N. Riley, CFA, Managing Director

Wealth Management Team:

Edward C. Bunn, Managing Director

Kimberly A. Dwyer, Managing Director

Susan E. Farris, CFA, Managing Director

Alan S. Fields, Managing Director

Lizabeth P. Fisher, Managing Director

Martina A.R. Frangis, Managing Director

Mark R. Gudaitis, CFA, Managing Director

Joshua S. Miller, CFP®, Managing Director

Eric S. Riak, CFP®, Managing Director

Judith A. Saxe, AEP®, Managing Director

Justin S. Amico, Senior Vice President

Joseph A. Beauchaine, CFP®, CAIA, Senior Vice President

Mark T. Kane, Senior Vice President

Nakia A. Maddox-Eubanks, Senior Vice President

Thomas P. Walsh, CFA, CTFA, Senior Vice President

Elizabeth L. DeLaitsch, CFP®, Vice President

Brian A. St. Germain, Vice President

Thomas P. McHugh, Vice President

Jeanne O'Connell, Vice President

Lisa L. O'Connor, Vice President

Joanne Papangelis, CFP®, Vice President

Emily A. Yiannis, Vice President

Katie M. Bullen, CTFA, Associate Vice President

Rogelio A. Duran, Associate Vice President

Thomas F. McNamara, Jr., Associate Vice President

John E. Switchenko, CTFA, Associate Vice President

Jennifer E. Billings, Senior Associate

Leigh Callahan, CTFA, Senior Associate

Hilary J. Champagne, Senior Associate

Julia M. Hardigan, Senior Associate

Christine A. Kobyljanec, Senior Associate

Michelle M. Lum, Senior Associate

Carol A. Manzo, Senior Associate

Wayne J. Trinh, Senior Associate

Taylor Wailes, Senior Associate

Karen D. Wehrle, Senior Associate

Caroline M. Bowne, Associate

Tara M. Buckley, Associate

Alexa L. Carrieri, Associate

Belinda Kindell, Associate

Cara A. McCartin, Associate

James P. Motsinger, Associate

Matthew J. Paquette, Associate

Firm Leaders:

Sidney F. Queler, National Director of Business Development

Timothy J. Majer, Managing Director

Jeffrey S. Thomas, CFA, Managing Director

Lisa M. Garcia, Chief Risk Officer

Aaron B. Shields, Senior Vice President

Kimberly L. Kaltreider, Senior Compliance Officer

Kevin P. McLaughlin, Senior Associate

Ann K. Regan, Associate

Investment Team:

David L. Donabedian, CFA, Chief Investment Officer

Patricia A. Bannan, CFA, Managing Director

Christopher J. Lanouette, CFA, Managing Director

Jay Pearlstein, CFA, Managing Director

Bryan G. Reilly, Managing Director

Gary E. Pzegeo, CFA, Managing Director

Ohm Srinivasan, CFA, Managing Director

Frederick L. Weiss, CFA, Managing Director

Sean R. Brophy, Senior Vice President

Scott M. Burg, CFA, CAIA, Senior Vice President

Sid Nargundkar, CFA, Senior Vice President

John C. Tennaro, CIMA®, Senior Vice President

Daniel A. Criscuolo, Vice President

Lori S. Evans, CFA, Vice President

John E. Maloney, Vice President

Mac Price, CFA, Vice President

Christopher J. Matthews, Associate Vice President

Mark A. Zarella, Senior Associate

Matthew E. Jessup, Associate

Linda Xiao, Associate

CIBC Bank USA Banking Team:

Peter L. Kugeler, Managing Director, CIBC Bank USA

Operations and Technology:

Keith M. Willar, Senior Vice President

 

Thomas N.

Riley, CFA

Managing Director and

Office 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

 

Joshua S.

Miller, CFP®

Managing Director

Senior Wealth Strategist

 

Eric S.

Riak, CFP®

Managing Director

Senior Relationship Manager

 

Judith A.

Saxe, AEP®

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

 

Mark T.

Kane

Senior Vice President

Relationship Manager

 

Thomas P.

Walsh, CFA, CTFA

Senior Vice President

Client Service Manager

 

Elizabeth L.

Delaitsch, CFP®

Vice President

Relationship Manager

 

Brian A.

St. Germain

Vice President

Associate Relationship Manager

 

Thomas P.

McHugh

Vice President

Client Service Manager

 

Nakia A.

Maddox-Eubanks

Vice President

Relationship Manager

 

Jeanne

O'Connell

Vice President

Senior Client Service Manager

 

Lisa L.

O'Connor

Vice President

Associate Relationship Manager

 

Joanne

Papangelis, CFP®

Vice President

Relationship Manager

 

Emily A.

Yiannis

Vice President

Associate Relationship Manager

 

Katie M.

Bullen, CTFA

Associate Vice President

Associate Relationship Manager

 

Rogelio A.

Duran

Associate Vice President

Associate Relationship Manager

 

Thomas F.

McNamara, Jr.

Associate Vice President

Senior Client Service Manager

 

John E.

Switchenko, CTFA

Associate Vice President

Associate Relationship Manager

 

Jennifer E.

Billings

Senior Associate

Senior Client Service Associate

 

Caroline M.

Bowne

Senior Associate

Senior Client Service Associate

 

Leigh

Callahan, CTFA

Senior Associate

Senior Client Service Associate

 

Julia M.

Hardigan

Senior Associate

Administrative Coordinator

 

Christine A.

Kobyljanec

Senior Associate

Senior Client Analyst

 

Michelle M.

Lum

Senior Associate

Wealth Strategies Analyst

 

Carol A.

Manzo

Senior Associate

Senior Client Service Manager

 

Wayne J.

Trinh

Senior Associate

Senior Client Analyst

 

Taylor

Wailes

Senior Associate

Senior Client Service Associate

 

Karen D.

Wehrle

Senior Associate

Client Analyst

 

Tara M.

Buckley

Associate

Client Analyst

 

Alexa L.

Carrieri

Associate

Client Service Associate

 

Hilary J.

Champagne

Associate

Client Analyst

 

Belinda

Kindell

Associate

Administrative Coordinator

 

Cara A.

McCartin

Associate

Client Analyst

 

James P.

Motsinger

Associate

Client Analyst

 

Matthew J.

Paquette

Associate

Senior Client Service Associate

 

Sidney F.

Queler

Managing Director and

National Director of Business Development

 

Timothy J.

Majer

Managing Director

Director of Business Management

 

Jeffrey S.

Thomas, CFA

Managing Director

Senior Relationship Manager

 

Lisa M.

Garcia

Chief Risk Officer

 

Aaron B.

Shields

Senior Vice President

Tax Reporting Services Manager

 

Kimberly L.

Kaltreider

Senior Compliance Officer

 

Kevin P.

McLaughlin

Senior Associate

Fiduciary and Tax Services Associate

 

Ann K.

Regan

Associate

Executive Assistant

 

David L.

Donabedian, CFA

Chief Investment Officer

 

Patricia A.

Bannan, CFA

Managing Director

Co-Manager, Disciplined Equity Strategy

 

Christopher J.

Lanouette, CFA

Managing Director

Investment Manager

 

Jay

Pearlstein, CFA

Managing Director

Co-Manager, Mid-Cap Growth Strategy

 

Bryan G.

Reilly

Managing Director

Senior Investment Analyst

 

Gary E.

Pzegeo, CFA

Head of Fixed Income

Co-Manager, Income Opportunities Strategy

 

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

Investment Analyst

 

Scott M.

Burg, CFA, CAIA

Senior Vice President

Senior Investment Analyst

 

Sid

Nargundkar, CFA

Senior Vice President

Senior Investment Analyst

 

John C.

Tennaro, CIMA®

Senior Vice President

Senior Investment Analyst

 

Daniel A.

Criscuolo

Vice President

Senior Investment Analyst

 

Lori S.

Evans, CFA

Vice President

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 Associate

 

Matthew E.

Jessup

Associate

Client Analyst

 

Linda

Xiao

Associate

Investment Associate

 

Peter L.

Kugeler

Managing Director

CIBC Bank USA

 

Keith M.

Willar

Senior Vice President

Performance Team Head