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, CIC, 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

Nicole L. Mirowski, CFP^®,CTFA, 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^®, CIC, 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, CIC, 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

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

Matthew Lewin, Vice President & Senior Client Analyst

Mike Lord, Vice President & Senior Client Analyst

Andrea M. Matkovic, Vice President & Senior Client Service Manager

Charlene P. 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

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

Christy Beaver, Associate & Senior 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

J.D. Sweeting, 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

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

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 Advisor

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

National head

Daniel E. Sullivan Jr., Head of Private Banking, U.S. Retail and Digital Banking

Private banking resources

Kenneth Shogren,  Managing Director & Regional Director, Illinois Private Banking

Private Banking Market Managers

Dawn M. Cardin, Managing Director & Market Manager

Tracy Healy, Managing Director & Market Manager 

Jeffrey Wrobel, Managing Director & Market Manager 

Private bankers

Andrew Cline, CFP®, Managing Director & Private Banker

Patti Mertens, Managing Director & Private Banker

Sara J. Marszalek, Managing Director & Private Banker

Greg Schoeffmann, Managing Director & Private Banker

Mark D. Schmidt, Managing Director & Private Banker

Michael Spies, CMP, Managing Director & Head of Mortgage Banking Sales

Sanjay V. Vasan, Managing Director & Private Banker

Matthew Crawford, Associate Managing Director & Private Banker 

Travis Hague, Associate Managing Director 

Dave Roberson, Associate Managing Director

Fanny Tan Bacon, Associate Managing Director & Private Banker

John Gaughan, Senior Advisor

William J. Ellerhorst, Officer & Private Banker

Ramsin Malik, Private Banking Officer

Underwriter team

Keith Hourston, Private Banking Officer

Anthony Patricelli, Associate Managing Director & Underwriter