Chicago
181 W. Madison Street, 36th Floor
Chicago, IL 60602
Phone number: 312-368-7700
Toll free: 800-505-1720
120 S. LaSalle Street
Chicago, IL 60603
Phone number: 312-564-2000
Toll free: 877-448-6500
Office head
William Norris, Managing Director & Head of Central Region
Relationship management
Gregg D. Anderson, Managing Director & Senior Relationship Manager
James A. Barasa, Managing Director & Senior Relationship Manager
Thomas S. Bridges, Managing Director & Co-Head, High Net Worth Sales
Mark J. Cassell, CFA, Managing Director & Senior Relationship Manager
William H. Channon, CFP®, Managing Director & Relationship Manager
Robert Coulton, CFA, Managing Director & Senior Relationship Manager
Charles R. Dale, Jr., CFA, Managing Director & Senior Portfolio and Relationship Manager
Sean B. Dobbins, Managing Director & Senior Relationship Manager
Amit Dhawan, CFA, CFP®, Managing Director & Senior Relationship Manager
Tina M. Frey, CFP®, Managing Director & Senior Relationship Manager
Kelly T. Goalby, Managing Director & Senior Relationship Manager
Andrew Golden, CIMA®, CPWA®, Managing Director & Senior Relationship Manager
Amy M. Green, CFP®, CIMA®, Managing Director & Senior Relationship Manager
Jon E. Henderson, CFA, CIC, Managing Director & Senior Relationship Manager
Michelle M. Hermann, Managing Director & Senior Relationship Manager
Christopher W. Hoste, Managing Director & Senior Investment Officer
Jeffrey H. Jacobs, Managing Director & Business Development Officer
Randy M. Joseph, Managing Director & Senior Relationship Manager
Richard F. Judd, Managing Director & Senior Relationship Manager
Elizabeth A. Kallenbach, CPWA®, Managing Director & Senior Relationship Manager
Richard S. Kaplan, Managing Director & Senior Relationship Manager
Bruce L. Klein, CFA, Managing Director & Senior Relationship Manager
Bridgid H. Kyle, Managing Director & Senior Relationship Manager
M. Shawn Leist, CFP®, Managing Director & Relationship Manager
Keith R. Malooley, CFP®, CFA, Managing Director & Senior Relationship Manager
Theresa M.H. Marx, Managing Director & Director of Wealth Planning
Mark J. McKevitt, CFA, CFP®, Managing Director & Senior Reationship Manager
Margaret Miller, Managing Director & Senior Reationship Manager
Rebecca W. Milliman, Managing Director & Senior Wealth Strategist
Lisa Mullaney, CEPA, CDFA, Managing Director & Relationship Manager
Michael E. Mortell, CFP®, Managing Director & Senior Relationship Manager
Scott Newhall, CFP®, CFA®, Managing Director & Senior Relationship Manager
Robert J. Nowlin, Managing Director & Senior Relationship Manager
William Parker, CIMA®, Managing Director & Relationship Manager
David A. Pierce, Managing Director & Senior Relationship Manager
Michael G. Pileggi, CFA, Managing Director & Senior Investment Advisor
Kira T. Pistello, Managing Director & Director of Client Administration
Kenneth G. Pollard, CFA, CFP®, Managing Director & Senior Relationship Manager
Matthew A. Roma, CFA, Managing Director & Head of Business Development for the Central Region
Jordan H. Sheiner, CFP®, Managing Director & Senior Relationship Manager
Allen H. Smith, Managing Director & Senior Relationship Manager
J. Scot Tyson, Managing Director & Senior Relationship Manager
Scott Vogg, CFA, Managing Director & Senior Relationship Manager
Kathleen A. Birmingham, Senior Vice President & Senior Relationship Manager
Ed Hagerty, Senior Vice President & Relationship Manager
Wesley Judd, CFP®, Senior Vice President & Relationship Manager
Thomas E. Keim, CIC, Senior Vice President & Relationship Manager
Ryan LeStrange, CPWA®, Senior Vice President & Relationship Manager
Joseph J. Locke, Senior Vice President & Relationship Manager
Robert J. Merkle, CFA, CIC, Senior Vice President & Relationship Manager
Nicole L. Mirowski, CFP®,CTFA, Senior Vice President & Relationship Manager
Mark E. Pauly, CFA, CFP®, Senior Vice President & Relationship Manager
Christopher C. Sporer, CFP®, Senior Vice President & Business Development Officer
Sean Whitney, CFA, CFP®, Senior Vice President & Senior Relationship Manager
Martin A. Brown, Vice President & Relationship Manager
Patricia D. DeChant, Vice President & Relationship Manager
Doug Tran, Vice President & Front Office Controls Advisor
Brooke Bailey, Associate Vice President & Associate Relationship Manager
Judy M. Nicchetta, CFP®, Senior Financial Planning Specialist & Senior Client Service Manager
Jessica Roberts, Business Development Coordinator
Client service
Anna Bavone, Director of Client Service
Nathan W. Buth, Senior Vice President & Senior Client Service Manager
Karen I. Fox, Vice President & Senior Client Service Manager
Holly C. Hemwall, Vice President & Senior Client Service Manager
Michelle Hlinak, Vice President & Senior Client Service Analyst
Matthew Lewin, Vice President & Senior Client Analyst
Mike Lord, CFA®, Vice President & Senior Client Analyst
Andrea M. Matkovic, Vice President & Senior Client Service Manager
Charlene Poindexter Morris, Vice President & Senior Client Service Manager
Jessica R. Sierman, Vice President & Senior Client Service Manager
Linda M. Slick, Vice President & Senior Client Service Manager
Kassandra Villabona, Vice President & Senior Team Leader
Danielle E. Bielski, Associate Vice President & Senior Client Service Manager
Pamela D. Cooley, Associate Vice President & Senior Client Service Manager
Tina Fitzwater, CFA®, Associate Vice President & Senior Client Service Manager
Jennifer Kusachi, Associate Vice President & Client Service Manager
Toby Mojekwu, Associate Vice President & Senior Client Analyst
Terri L. Payne, Associate Vice President & Account Administrator
Courtney Pioszak, Associate Vice President & Senior Client Service Manager
Margaret L. Stadler, Associate Vice President & Senior Client Service Manager
Kendra L. Webster, Associate Vice President & Senior Client Service Manager
Cynthia A. Zuponeck, Senior Team Leader & Senior Client Service Manager
Stephen Arneson, Client Service Manager
Stefano N. Cacucci, Senior Associate & Client Service Manager
Mary T. Coffey, Senior Associate & Client Service Manager
Joseph Coyle, Senior Associate & Client Service Manager
Katrina Kapadia, Senior Associate & Client Service Manager
J.D. Sweeting, Senior Associate & Client Service Manager
Christy Beaver, Associate & Client Service Manager
Ana Cobani, Associate & Client Service Manager
Theodore Delker, Associate & Senior Client Service Associate
Jodi Fabella, Associate & Client Service Manager
Lauren Jankowski, Client Service Manager
Tosh McGee, Associate & Client Service Manager
Ryan O'Reilly, Associate & Client Service Manager
Keisha Manning, Associate & Client Service Associate
Nick M. DeStefano, Team Lead & Client Specialist
Investment team
Robert C. Bridges, Managing Director & Portfolio Manager, Equities
Kate M. Christman, Head of Trading, Team Geneva Advisors
Daniel P. Delany, CFA, Managing Director & Portfolio Manager
Jim L. Farrell, CFA, Managing Director & Senior Healthcare Analyst
John P. Huber, Managing Director & Portfolio Manager
Philip D. Lorenz, CFA, Managing Director & Equity Analyst
Timothy S. Musial, CFA, Managing Director & Fixed Income Portfolio Manager
Anthony Pecora, CFP® Managing Director & Investment Officer
Matthew K. Scherer, CFA, Managing Director & Portfolio Manager
Gordon C. Scott, CFA, Managing Director & Portfolio Manager
Pratish Sthankiya, Senior Vice President & Senior Equity Analyst
Evan Katz, CFA, Vice President & Analyst
Thomas P. O'Connor, CFA, Vice President & Investment Associate
Thomas S. Postek, CFA, Vice President & Investment Professional
Christopher J. Lewis, CFA, Portfolio Manager & Analyst, Equities
Kate L. Bergin, Senior Equity Analyst
Shereen Undavia, Equity Research Analyst
Charlie E. Parry, Associate & Equity Research Analyst
Kyle M. Nitiss, Quantitative Research Analyst
Firm resources
Carly Bardino, Executive Assistant
Michael S. Brady, Executive Director & Controller
Gregory B. Campbell, General Counsel
Philip W. Cecil, Executive Director, Deputy General Counsel
Ryan Powell, Senior Counsel
Christopher Quinn, Executive Director of CIBC Family Office
Erika Santana, Corporate Paralegal
Jonathon Schmitt, Associate Vice President & Senior Tax Associate
Sabrina Seminetta, Managing Director & Governance and Controls Lead
Chad A. Starkovich, Executive Director, Technology
Diana K. Vasquez, Managing Director & President of CIBC National Trust Company, Chief Administrative Officer
Trust services
Alejandro Merchan, CTFA, Regional Director of Trust Administration & Senior Trust Advisor
Valerie Huetten, CTFA, Managing Director & Trust Advisor
Lindsay Jacobsen, Managing Director & Senior Estate Advisor
Kelly White, CTFA,, Managing Director & Senior Trust Officer
Jason A. Danz, Associate Managing Director & Trust Tax Officer
Magali G. Duvivier, Associate Managing Director & Tax Accountant
Katie R. McClanahan, Associate Managing Director & Director of Trust Administration
Karla Flannery, Senior Vice President & Trust Advisor
Patrick Carrier, Associate Vice President & Trust Administrator
Ahisey Galarza, Officer & Trust Administrator
Chardell A. Salvant, Trust Officer
Corporate and institutional services
Eric Adams, Managing Director & Trust Advisor
Ann Bolognani CFP®, Managing Director & Senior Manager
Kenneth R. Rakowski, Managing Director & Private Wealth Market Manager
Robert H. Sumser, Managing Director & Trust Advisor
Julianne J. Tynski, Associate Managing Director & Trust Advisor
Hallie Banach, Associate Vice President & Consultant, Trust Services
Stephen W. Oliver, Trust Advisor