Chicago, Illinois

Chicago

View all CIBC Private Wealth offices

 

181 West 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


Chicago Leadership

Kenneth J. Kozanda, Senior Executive Team Lead

Robert C. Bridges, Managing Director

Robert J. Coulton, Co-Head, High Net Worth Sales

Amit Dhawan, CFA, Managing Director

Jon E. Henderson, CFA, CIC, Managing Director

John P. Huber, Managing Director

Rebecca W. Milliman, Managing Director

William Norris, Chief Investment Officer, CIBC Bank USA

Kenneth G. Pollard, CFA, CFP®, Managing Director

Kenneth Shogren, Regional Director

Daniel E. Sullivan Jr., Head of Private Banking

Diana K. Vasquez, Head of Governance and Controls

Relationship Management

Thomas S. Bridges, Co-Head, High Net Worth Sales

Gregg D. Anderson, Managing Director

James A. Barasa, Managing Director

Mark J. Cassell, CFA, Managing Director

William H. Channon, Managing Director

Charles R. Dale, Jr., CFA, CIC, Managing Director

Erin S. Dickes, Managing Director

Tina M. Frey, CFP®, Managing Director

Kenneth J. Gimbel, Managing Director

Kelly T. Goalby, Managing Director

Andrew Golden, Managing Director

Amy M. Green, Managing Director

Michelle M. Hermann, Managing Director

Christopher W. Hoste, Managing Director

Jeffrey H. Jacobs, Managing Director

Richard F. Judd, Managing Director

Richard S. Kaplan, Managing Director

Bruce L. Klein, CFA, Managing Director

Bridgid H. Kyle, Managing Director

Margaret Miller, Managing Director

Michael E. Mortell, CFP®, Managing Director

Kurt M. Newsom, CFP®, Managing Director

David A. Pierce, Managing Director

Michael G. Pileggi, Managing Director

Mark E. Resnik, Managing Director

Richard K. Sheiner, Managing Director

J. Scot Tyson, Managing Director

Scott Vogg, CFA, CIC, Managing Director

Denise C. Whennen, CFP®, Managing Director

Robert P. McNeill, CIC, Executive Vice President

Peter Barrett, CIC, Senior Vice President

Sean B. Dobbins, Senior Vice President

Donald B. Gimbel, Senior Vice President

Randy M. Joseph, Senior Vice President

Thomas E. Keim, CIC, Senior Vice President

M. Shawn Leist, Senior Vice President

Keith R. Malooley, CFP®, CFA, Senior Vice President

Theresa M.H. Marx, Senior Vice President

Robert J. Merkle, CFA, Senior Vice President

Robert J. Nowlin, Senior Vice President

Kira T. Pistello, Senior Vice President

Allen H. Smith, Senior Vice President

Stacey L. Velez, CFP®, Senior Vice President

Kathleen A. Birmingham, Vice President

Martin A. Brown, CFA, Vice President

Patricia D. DeChant, Vice President

Elizabeth A. Kallenbach, CPWA®, Vice President

Joseph J. Locke, Vice President

Nicole L. Mirowski, CFP®, Vice President

Bernard F. Myszkowski, CFA, Vice President

Mark E. Pauly, CFA, Vice President

Matthew A. Roma, CFA, Vice President

Jordan H. Sheiner, Vice President

Joseph Waldvogel, CFP®, CAIA®, Vice President

Michael D. Zeier, Vice President

Nicole M. Granger, CTFA, Associate Vice President

Wesley Judd, Associate Vice President

Allison D. Meers, CFP®, Associate Vice President

Judy M. Nicchetta, CFP®, Financial Planner

Ray A. Redlingshafer, Associate Managing Director

Client Service

Danielle E. Bielski, Senior Client Service Manager

Nathan W. Buth, Senior Client Service Manager

Abby E. Davis, Senior Client Service Manager

Tracy M. Hoffmann, Senior Client Service Manager

Emily A. Mirrilees, Senior Client Service Associate

Annette M. Peterson, Senior Client Service Manager

Margaret L. Stadler, Senior Client Service Manager

Evy L. Stein-Keller, Senior Client Service Manager

Cynthia A. Zuponeck, Senior Client Service Manager

Pamela D. Cooley, Client Service Manager

Karen I. Fox, Client Service Manager

Carolyn A. Lane, Client Service Manager

Lisa A. Massini, Client Service Manager

John Pavlichko, Client Service Manager

Elizabeth L. Sadler, Client Service Manager

Linda M. Slick, Client Service Manager

Zorica Zdravkovic, Client Service Manager

Megan N. Melton, Senior Associate

Charlene P. Morris, Senior Client Service Associate

Jessica R. Sierman, Senior Associate

Andrea M. Simic, Senior Client Service Associate

Leyla Khanahmad, Business Development Coordinator

Matthew Lewin, Business Development Coordinator

Terri L. Payne, Account Administrator

Private Banking

Leigh Cavich-Grimes, Head of Private Banking Risk and Administration

Susan Berry, Managing Director

April Brill, Managing Director

Tracy Healy, Managing Director

Yvonne T. Heyden, Managing Director

Sara J. Marszalek, Managing Director

Patti Mertens, Managing Director

Mark D. Schmidt, Managing Director

Allison Smith, Managing Director

Lori J. Thomas, Managing Director

Jeffrey Wrobel, Managing Director

Jeremy Gehl, Associate Managing Director

Sarah Kahle, Associate Managing Director

Devynn Tracy, Associate Managing Director

Andrew Cline, Private Banking Officer

Anna Kowal, Private Banking Officer

Jasmine Monroig, Private Banking Officer

Burke Ricks, Private Banking Officer

Corporate and Institutional Services

Rosemarie Panico-Marino, Managing Director

Kenneth R. Rakowski, Managing Director

Robert H. Sumser, Managing Director

Eric Adams, Managing Director

Brad Rist, Managing Director

Shelley Hasner, Associate Managing Director

Usman R. Khan, CFA, Managing Director

Julianne J. Tynski, Associate Managing Director

Karen Zielinski, Associate Managing Director

Hallie Gannon, Trust Officer

Trust Services

Paula A. Hoste, Managing Director

Valerie Huetten, Managing Director

Lindsay Jacobsen, Managing Director

John T. Schmidt, CTFA, CISP Managing Director

Joel Seiboldt, Managing Director

Kelly White, Managing Director

Jason A. Danz, Trust Tax Officer

Magali G. Duvivier, Tax Accountant

Chardell A. Salvant, Trust Officer

Karla Schmidt, Trust Officer

Investment Team

Daniel P. Delany, CFA, Managing Director

Anthony Pecora, Managing Director

Gordon C. Scott, CFA, Managing Director

Lisa K. Tesarik, Managing Director

Jim L. Farrell, CFA, Portfolio Manager

Christopher J. Lewis, CFA, Portfolio Manager

Timothy S. Musial, CFA, Portfolio Manager

Thomas S. Postek, Vice President

Matthew K. Scherer, CFA, Portfolio Manager

Kate L. Bergin, Equity Analyst

Kate M. Christman, Head of Trading

Philip D. Lorenz, CFA, Equity Analyst

Mark J. McKevitt, CFA, Equity Analyst

Michael D. Neumann, CFA, Fixed Income Analyst

Kyle M. Nitiss, Quantitative Analyst

Lauren N. Ravalli, Investment Portfolio Analyst

Thomas M. LaJeone, Trader

Carter S. Sims, Trader

Firm Resources

Michael S. Halter, Managing Director

Gregory B. Campbell, Senior Vice President

Michael S. Brady, Executive Director, Head of Finance

Chad A. Starkovich, Executive Director, Technology

Amy J. Boyle, Director, Human Resources

Anjali E. Connors, Director, Private Wealth Compliance

Eli J. Hernandez, Director, Technology Systems

Kristen K. Nations, Director, Operations

Jennifer L. Schmidt, Accountant

Chicago Leadership

 

Kenneth J.

Kozanda

Managing Director

Team Executive

 

Robert C.

Bridges

Managing Director and

Co-Head,
Team Geneva Advisors

 

Robert J.

Coulton

Managing Director

Co-Head, High Net Worth Sales

 

Amit

Dhawan, CFA

Managing Director

Office of the COO

 

Jon E.

Henderson, CFA, CIC

Managing Director and

Office Co-Head

 

John P.

Huber

Managing Director and

Co-Head,
Team Geneva Advisors

 

Rebecca W.

Milliman

Managing Director and

Senior Wealth Strategist

 

William

Norris

Chief Investment Officer

CIBC Bank USA

 

Kenneth G.

Pollard, CFA, CFP®

Managing Director and

Office Co-Head

 

Kenneth

Shogren

Regional Director

Illinois Private Banking

 

Daniel E.

Sullivan

Head of Private Banking

Managing Director

 

Diana K.

Vasquez

Managing Director

Head of Governance and Controls

Relationship Management

 

Thomas S.

Bridges

Managing Director

Co-Head, High Net Worth Sales

 

Gregg D.

Anderson

Managing Director

Senior Relationship Manager

 

James A.

Barasa

Managing Director

Senior Relationship Manager

 

Mark J.

Cassell, CFA

Managing Director

Senior Relationship Manager

 

William H.

Channon

Managing Director

Senior Investment Advisor

 

Charles R.

Dale Jr., CFA, CIC

Managing Director

Senior Relationship Manager

 

Erin S.

Dickes

Managing Director

Senior Relationship Manager

 

Tina M.

Frey, CFP®

Managing Director

Senior Relationship Manager

 

Kenneth J.

Gimbel

Managing Director

Senior Relationship Manager

 

Kelly T.

Goalby

Managing Director

Senior Relationship Manager

 

Andrew

Golden

Managing Director

Market Manager

 

Amy M.

Green

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

 

Richard F.

Judd

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

 

Margaret

Miller

Managing Director

Relationship Manager

 

Michael E.

Mortell, CFP®

Managing Director

Senior Relationship Manager

 

Kurt M.

Newsom, CFP®

Managing Director

 

David A.

Pierce

Managing Director

Senior Relationship Manager

 

Michael G.

Pileggi

Managing Director

Senior Portfolio Manager

 

Mark E.

Resnik

Managing Director

Senior Relationship Manager

 

Richard K.

Sheiner

Managing Director

Senior Relationship Manager

 

J. Scot

Tyson

Managing Director

Senior Relationship Manager

 

Scott

Vogg, CFA, CIC

Managing Director and

Senior Relationship Manager

 

Denise C.

Whennen, CFP®

Managing Director

Business Development Officer

 

Robert P.

McNeill, CIC

Executive Vice President

Business Development Officer

 

Peter

Barrett, CIC

Senior Vice President

Senior Relationship Manager

 

Sean B.

Dobbins

Senior Vice President

Relationship Manager and Trader

 

Donald B.

Gimbel

Senior Vice President

 

Randy M.

Joseph

Senior Vice President

Relationship Manager

 

Thomas E.

Keim, CIC

Senior Vice President

Senior Relationship Manager

 

M. Shawn

Leist

Senior Vice President

Relationship Manager

 

Keith R.

Malooley, CFP®, CFA

Senior Vice President

Relationship Manager

 

Theresa M.H.

Marx

Senior Vice President

Senior Wealth Strategist

 

Robert J.

Merkle, CFA

Senior Vice President

Relationship Manager

 

Robert J.

Nowlin

Senior Vice President

Relationship Manager

 

Kira T.

Pistello

Senior Vice President

Senior Client Service Manager

 

Allen H.

Smith

Senior Vice President

Relationship Manager

 

Stacey L.

Velez, CFP®

Senior Vice President

Senior Relationship Manager

 

Kathleen A.

Birmingham

Vice President

Relationship Manager

 

Martin A.

Brown, CFA

Vice President

Relationship Manager

 

Patricia D.

DeChant

Vice President

Associate Relationship Manager

 

Elizabeth A.

Kallenbach, CPWA®

Vice President

Relationship Manager

 

Joseph J.

Locke

Vice President

Relationship Manager

 

Nicole L.

Mirowski, CFP®

Vice President

Relationship Manager

 

Bernard F.

Myszkowski, CFA

Vice President

Relationship Manager

 

Mark E.

Pauly, CFA

Vice President

Relationship Manager

 

Matthew A.

Roma, CFA

Vice President

Relationship Manager

 

Jordan H.

Sheiner

Vice President

Relationship Manager

 

Joseph

Waldvogel, CFP®, CAIA®

Vice President

Relationship Manager

 

Michael D.

Zeier

Vice President

Relationship Manager

 

Nicole M.

Granger, CTFA

Associate Vice President

Associate Relationship Manager

 

Wesley

Wesley Judd

Associate Vice President

Associate Relationship Manager

 

Allison D.

Meers, CFP®

Associate Vice President

Associate Relationship Manager

 

Judy M.

Nicchetta, CFP®

Financial Planner

 

Ray A.

Redlingshafer

Associate Managing Director

Investment Advisor

Client Service

 

Danielle E.

Bielski

Senior Client Service Manager

 

Nathan W.

Buth

Senior Client Service Manager

 

Abby E.

Davis

Senior Client Service Manager

 

Tracy M.

Hoffmann

Senior Client Service Manager

 

Emily A.

Mirrilees

Senior Client Service Associate

 

Annette M.

Peterson

Senior Client Service Manager

 

Margaret L.

Stadler

Senior Client Service Manager

 

Evy L.

Stein-Keller

Senior Client Service Manager

 

Cynthia A.

Zuponeck

Senior Client Service Manager

 

Pamela D.

Cooley

Senior Client Service Associate

 

Karen I.

Fox

Client Service Manager

 

Carolyn A.

Lane

Client Service Manager

 

Lisa A.

Massini

Client Service Manager

 

John

Pavlichko

Client Service Manager

 

Elizabeth L.

Sadler

Client Service Manager

 

Linda M.

Slick

Client Service Manager

 

Zorica

Zdravkovic

Client Service Manager

 

Megan N.

Melton

Senior Associate

 

Charlene P.

Morris

Senior Client Service Associate

 

Jessica R.

Sierman

Senior Client Service Associate

 

Andrea M.

Simic

Senior Client Service Associate

 

Leyla

Khanahmad

Business Development Coordinator

 

Matthew

Lewin

Business Development Coordinator

 

Terri L.

Payne

Account Administration Associate

Private Banking

 

Leigh

Cavich-Grimes

Managing Director

Head of Private Banking Risk and Administration

 

Susan

Berry

Managing Director

Private Banker

 

April

Brill

Managing Director

Private Banker

 

Tracy

Healy

Managing Director

Market Manager

 

Yvonne T.

Heyden

Managing Director

Private Banker

 

Sara J.

Marszalek

Managing Director

Private Banker

 

Patti

Mertens

Managing Director

Private Banker

 

Mark D.

Schmidt

Managing Director

Private Banker

 

Allison

Smith

Managing Director

Group Portfolio Manager

 

Lori J.

Thomas

Managing Director

Private Banker

 

Jeffrey

Wrobel

Managing Director

Market Manager

 

Jeremy

Gehl

Associate Managing Director

Private Banker

 

Sarah

Kahle

Associate Managing Director

Private Banker

 

Devynn J.

Tracy

Associate Managing Director

Private Banker

 

Andrew

Cline

Private Banking Officer

 

 

Anna O.

Kowal

Private Banking Officer

 

 

Jasmine

Monroig

Private Banking Officer

 

 

Burke

Ricks

Private Banking Officer

 

Corporate and Institutional Services

 

Rosemarie

Panico-Marino

Managing Director

Corporate Retirement Services Group Leader

 

Kenneth R.

Rakowski

Managing Director

Private Wealth Manager

 

Robert H.

Sumser

Managing Director

Trust Advisory Team Leader

 

Eric

Adams

Managing Director

Trust Advisor

 

Brad

Rist

Managing Director

Retirement Plan Consultant

 

Shelley

Hasner

Associate Managing Director

Relationship Manager

 

Usman R.

Khan, CFA

Managing Director

Investment Advisor

 

Julie

Tynski

Associate Managing Director

Trust Advisor

 

Karen

Zielinski

Associate Managing Director

Investment Officer

 

Hallie

Gannon

Trust Officer

 

Trust Services

 

Paula A.

Hoste

Managing Director

Senior Trust Advisor

 

Valerie

Huetten

Managing Director

Trust Advisor

 

Lindsay

Jacobsen

Managing Director

Estate Administrator

 

John T.

Schmidt, CTFA, CISP

Managing Director

Senior Trust Officer

 

Joel

Seiboldt

Managing Director

Trust Advisory Team Leader

 

Kelly

White

Managing Director

Senior Trust Officer

 

Jason A.

Danz

Trust Tax Officer

 

Magali G.

Duvivier

Tax Accountant

 

Chardell

Salvant

Trust Officer

 

Karla

Schmidt

Trust Officer

Investment Team

 

Daniel P.

Delany, CFA

Managing Director

Portfolio Manager, Equities

 

Anthony

Pecora

Managing Director

Investment Officer

 

Gordon C.

Scott, CFA

Managing Director

Portfolio Manager, Equities

 

Lisa K.

Tesarik

Managing Director

Product and Platform Manager

 

Jim L.

Farrell, CFA

Portfolio Manager and Analyst, Equities

 

Christopher J.

Lewis, CFA

Portfolio Manager and Analyst, Equities

 

Timothy S.

Musial, CFA

Portfolio Manager, Fixed Income

 

Thomas S.

Postek, CFA

Vice President

Investment GARM

 

Matthew K.

Scherer, CFA

Portfolio Manager and Analyst, Equities

 

Kate L.

Bergin

Equity Analyst

 

Kate M.

Christman

Head of Trading,

Team Geneva Advisors

 

Philip D.

Lorenz, CFA

Equity Analyst

 

Mark J.

McKevitt, CFA

Equity Analyst

 

Michael D.

Neumann, CFA

Associate

Fixed Income Analyst

 

Kyle M.

Nitiss

Jr. Quantitative Analyst

 

Lauren N.

Ravalli

Investment Portfolio Analyst

 

 

Thomas M.

LaJeone

Trader

 

Carter S.

Sims

Trader

Firm Resources

 

Michael S.

Halter

Managing Director

Senior Middle Office Manager

 

Gregory B.

Campbell

Senior Vice President

General Counsel

 

Michael S.

Brady

Executive Director

Head of Finance

 

Chad A.

Starkovich

Executive Director

Technology

 

Amy J.

Boyle

Director, Human Resources

 

Anjali E.

Connors

Director, Private Wealth Compliance

 

Eli J.

Hernandez

Director

Technology Systems

 

Kristen K.

Nations

Director

Operations

 

Jennifer L.

Schmidt

Accountant