Office Head

Robert J. Coulton, CFP^®, Head of Central Region

Chicago leadership

Christopher Quinn, Executive Director of CIBC Family Office

Robert C. Bridges, Managing Director & Portfolio Manager, Equities

Amit Dhawan, CFA, CFP®, Managing Director & Senior Relationship Manager

Jon E. Henderson, CFA, CIC, Managing Director & Senior Relationship Manager

John P. Huber, Managing Director & Portfolio Manager

Elizabeth A. Kallenbach, CPWA^®, Managing Director & Senior Relationship Manager

Rebecca W. Milliman, Managing Director & Senior Wealth Strategist

Kenneth G. Pollard, CFA, CFP^®, CIC, Managing Director & Senior Relationship Manager 

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

Diana K. Vasquez, Chief Administrative Officer

Gregory B. Campbell, General Counsel

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  

Charles R. Dale, Jr., CFA, CIC, Managing Director & Senior Portfolio and Relationship Manager

Sean B. Dobbins, 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

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

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 & Senior Wealth Strategist 

Margaret Miller, Managing Director & Senior Reationship Manager

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

Kurt M. Newsom, CFP^®, 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

Mark E. Resnik, Managing Director & Senior Relationship Manager

Matthew A. Roma, CFA, Managing Director & Head of the Central Region for Business Development Officers

Jordan H. Sheiner, CFP®, Managing Director & Senior Relationship Manager

Richard K. Sheiner, 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

Cass Culp, Senior Vice President & Business Development Officer

Ed Hagerty, Senior Vice President & Relationship Manager

Thomas E. Keim, CIC, 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

Michael D. Zeier, Senior Vice President & Senior Relationship Manager

Martin A. Brown, Vice President & Relationship Manager

Patricia D. DeChant, Vice President & Relationship Manager

Wesley Judd, Vice President & Relationship Manager

Doug Tran, Vice President & Front Office Controls Advisor

Jonathon Schmitt, Associate Vice President & Senior Tax Associate

Brooke Bailey, Senior Associate & 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

Tracy Hoffmann, Senior Vice President & Senior Client Service Manager

Kathleen Merkle, Senior Vice President & Senior Client Service Manager

Nathan W. Buth, Vice President & Senior Client Service Manager

Abby E. Davis, Vice President & Senior Client Service Manager

Karen I. Fox, Vice President & Senior Client Service Manager

Holly C. Hemwall, Vice President & Senior Client Service Manager

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

Charlene P. Morris, Vice President & Senior Client Service Manager

Elizabeth L. Sadler, Vice President & Senior Client Service Manager

Jessica R. Sierman, Vice President & Senior Client Service Manager

Linda M. Slick, Vice President & Senior Client Service Manager

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 & Executive Assistant

Matthew Lewin, Associate Vice President & Senior Client Analyst

Terri L. Payne, Associate Vice President & Account Administrator

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

Katrina Kapadia, Senior Associate & Client Service Manager

Mike Lord, Senior Associate & Client Service Manager

Courtney Pioszak, Senior Associate & Client Service Manager

Ana Cobani, Associate & Client Service Manager

Jodi Fabella, Associate & Client Service Manager

Lauren Jankowski, Client Service Manager

Ryan O'Reilly, Associate & Client Service Manager

Keisha Manning, Associate & Client Service Associate

J.D. Sweeting, Associate & Client Service Associate

Michelle Stitts, Officer & Client Service Associate

Nick M. DeStefano, Team Lead & Client Specialist 

Investment team

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

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

Wayne Jia, Senior Vice President & Equity Trader

Evan Katz, CFA, Vice President & Analyst

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

Mark J. McKevitt, CFA, CFP®, Equity Analyst

Thomas P. O'Connor, CFA, Associate & Investment Associate

Charlie E. Parry, Associate & Equity Research Analyst

Kyle M. Nitiss, Quantitative Research Analyst

Firm resources

Michael S. Brady, Executive Director & Controller

Philip W. Cecil, Executive Director, Deputy General Counsel

Chad A. Starkovich, Executive Director, Technology

Michael Hill, Director, Deposit & Liquidity

Kristen K. Nations, Director, Business Effectiveness

Ryan Powell, Senior Counsel

Jeremy Brierley, Associate Managing Director & Governance and Controls Advisor

Erika Santana, Corporate Paralegal

John Zhou, Consultant, Business Controls

Sherry McCune, Receptionist

Trust services

Josh Feldman, Managing Director & Trust Operations Manager 

Valerie Huetten, CTFA, Managing Director & Trust Advisor 

Lindsay Jacobsen, Managing Director & Senior Estate Advisor

John T. Schmidt, CTFA, CISP, Managing Director & Senior Trust Officer

Kelly White, CTFA​,, Managing Director & Senior Trust Officer

Patrick Carrier, Trust Administrator

Magali G. Duvivier, Associate Managing Director & Tax Accountant

Katie R. McClanahan, Associate Managing Director & Director of Trust Administration

Alejandro Merchan, CTFA, Senior Vice President & Senior Trust Advisor

Jason A. Danz, Associate Managing Director & Trust Tax Officer

Chardell A. Salvant, Trust Officer

Karla Schmidt, Trust Officer

Corporate and institutional services

Eric Adams, Managing Director & Trust Advisor 

Hallie Banach, Managing Director & Trust Administrator  

Ann Bolognani CFP^®, Managing Director & Senior Manager

Kenneth R. Rakowski, Managing Director & Private Wealth Manager

Robert H. Sumser, Managing Director & Trust Advisor

Julianne J. Tynski, Associate Managing Director & Trust Advisor 

National head

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

Private Banking resources

Kara Kaiser, Chief Administrative Officer 

Allison Smith, Chief Operating Officer, US Private Banking

Jen Fortuna, Managing Director

Wilma Otero, Managing Director 

Katie Scott, Manaing Director & Director of Business Oversight and Strategy

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

Julie Norville, Senior Director & Head of Product Management

Luke Frantz, Associate Managing Director & Senior Business Effectiveness Analyst

Andrew Davison, Senior Business Systems Analyst

Mitch Meyer, Senior Consultant

Jord'an Helmick, Business Effective Administrator

Moye Sodipo, Business Analyst

MSL team

Sandra Remis, Private Banking Associate

Risk Manager

April Mack, Associate Managing Director

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

Jessica Bridges, Managing Director

April Brill, Managing Director & Private Banker

Patti Mertens, Managing Director & Private Banker

Sara J. Marszalek, Managing Director & Private Banker

Irene Olson, Managing Director & Private Banker

Greg Schoeffmann, Managing Director & Private Banker

Mark D. Schmidt, Managing Director & Private Banker

Lori J. Thomas, Managing Director & Private Banker

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

Devynn Tracy, Associate Managing Director & Private Banker

Emma Ashurst, Senior Analyst

John Gaughan, Senior Advisor

Andrew Cline, CFP®, Private Banking Officer

William J. Ellerhorst, Associate Private Banker

Ramsin Malik, Private Banking Officer

Jennifer Paunicka, Private Banking Officer

Griffin Pollard, Officer & Private Banker

Benjamin Cavanaugh, Analyst

Sebastian Martinez, Analyst

Group Portfolio Managers

William J. Hansen, Managing Director

Scott A. Tuman, Managing Director 

Randy Webster, Managing Director

Relationship Experience team

Jasmine Monroig, Managing Director & Client Service Manager

Andrea Allen, Private Banking Associate

Michelle Delgado, Private Banking Associate

Chenelle Eldridge, Private Banking Associate 

Jeanine Enright, Private Banking Associate

Majida Hamdan, Private Banking Associate

Veronica Hernandez, Private Banking Associate & Team Lead

Anna Kowal, Private Banking Associate

Laima Plioplys, Private Banking Associate

Burke Ricks, Private Banking Associate

Amy Schrepfer, Private Banking Associate

Mykhail Winston, Private Banking Associate

Underwriter team

Steven Gaston, Private Banking Officer

Keith Hourston, Private Banking Officer

David Philion, Private Banking Officer

Griffin Pollard, Private Banking Officer

David Simon, Private Banking Officer

Linda Huesing, Senior Underwriter

Maggie Reasor, Senior Underwriter

Colin Field, Underwriter

Ryan Hayes, Underwriter Associate

Ramsen Michael, Underwriter Associate

Mary Kate Phelan, Underwriter Associate

Mickey Setteducate, Private Banking Underwriter