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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

View all CIBC Private Wealth offices

Team Chicago Employees List

Chicago Leadership

Eric B. Propper, CFA, President, CIBC Private Wealth

Kenneth J. Kozanda, CFP®, Director, Middle-Market Mergers and Acquisitions

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

Robert J. Coulton, CFP®, Team Executive & National Director of Practice Management

Amit Dhawan, CFA, Managing Director & Head of Digital Client Interface

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

John P. Huber, Managing Director & Portfolio Manager, Equities

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 and Mortgage

Diana K. Vasquez, Managing Director & Chief Process and Controls Officer

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

Tina M. Frey, CFP®, Managing Director & Senior Relationship Manager

Kelly T. Goalby, Managing Director & Senior Relationship Manager

Andrew Golden, 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

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, Managing Director & Senior 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 & Reationship 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, CFA, Managing Director & Senior Investment Advisor 

Kira T. Pistello, Managing Director & Senior Client Service Manager

Allen H. Smith, Managing Director & Senior Relationship 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 & Senior Relationship Manager

Peter Barrett, CIC, Managing Director & Senior Relationship Manager

Kathleen A. Birmingham, Senior Vice President & Relationship Manager

Sean B. Dobbins, Senior Vice President & Trader and Relationship Manager

Donald B. Gimbel, Senior Vice President & Investment Professional 

Elizabeth A. Kallenbach, CPWA®, Senior Vice President & Senior Relationship Manager

Thomas E. Keim, CIC, 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

Robert J. Nowlin, Senior Vice President & Relationship Manager

Matthew A. Roma, CFA, Senior Vice President

Christopher C. Sporer, CFP®, Senior Vice President

Joseph Waldvogel, CFA, CFP®, CAIA®, Senior Vice President & Senior Relationship Manager

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

Martin A. Brown, CFA, Vice President & Relationship Manager

Cass Culp, Vice President 

Patricia D. DeChant, Vice President & Associate Relationship Manager

Joseph J. Locke, Vice President & Relationship Manager

Mark E. Pauly, CFA, Vice President & Relationship Manager

Jordan H. Sheiner, Vice President & Relationship Manager

Wesley Judd, Associate Vice President & Associate Relationship Manager

Jonathon Schmitt, Associate Vice President

Judy M. Nicchetta, CFP®, Financial Planner

Client Service

Anna M. Bavone, Vice President

Danielle E. Bielski, Associate Vice President & Senior Client Service Manager

Pamela D. Cooley, Associate Vice President & Senior Client Service Associate

Holly Hemwall, Associate Vice President & Senior Client Service Manager

Terri L. Payne, Associate Vice President & Account Administrator

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

Margaret L. Stadler, Associate Vice President & Senior Client Service Manager

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

Kendra L. Webster, Associate Vice President & Senior Client Service Manager

Nathan W. Buth, Account Manager & Senior Client Service Manager

Abby E. Davis, Account Manager & Senior Client Service Manager

Tracy M. Hoffmann, Account Manager & Senior Client Service Manager

Cynthia A. Zuponeck, Account Manager & Senior Client Service Manager

Karen I. Fox, Account Manager & Client Service Manager

Carolyn A. Lane, Account Manager & Client Service Manager

Charlene P. Morris, Account Manager & Client Service Manager

Elizabeth L. Sadler, Account Manager & Client Service Manager

Andrea M. Simic, Account Manager & Client Service Manager

Mary T. Coffey, Senior Associate & Senior Client Service Associate

Jennifer Kusachi, Senior Associate & Executive Assistant

Matthew Lewin, Senior Associate & Business Development Coordinator

Mike Lord, Senior Associate & Client Service Manager

Megan N. Melton, Senior Associate & Account Administration Associate

Courtney Pioszak, Senior Associate & Client Service Manager

Stefano N. Cacucci, Associate & Client Service Associate

J.D. Sweeting, Associate & Client Service Associate

Nick M. DeStefano, Client Specialist and Officer

Investment Team

Daniel P. Delany, CFA, Managing Director & Portfolio Manager, Equities

Anthony Pecora, Managing Director & Investment Officer

Gordon C. Scott, CFA, Managing Director and Portfolio Manager, Equities

Jim L. Farrell, CFA, Portfolio Manager & Senior Analyst

Christopher J. Lewis, CFA, Portfolio Manager and Analyst, Equities

Timothy S. Musial, CFA, Managing Director & Fixed Income Portfolio Manager

Thomas S. Postek, CFA, Vice President & Investment Professional

Matthew K. Scherer, CFA, Portfolio Manager and Analyst, Equities

Kate L. Bergin, Equity Analyst

Kate M. Christman, Head of Trading, Team Geneva Advisors

Shereen Undavia, Equity Research Analyst

Philip D. Lorenz, CFA, Equity Analyst

Mark J. McKevitt, CFA, Equity Analyst

Thomas P. O'Connor, CFA, Associate

Charlie E. Parry, Associate Equity Research Analyst

Kyle M. Nitiss, Junior Quantitative Analyst

Wayne Jia, Trader

Firm Resources

Michael S. Halter, Managing Director & Senior Middle Office Manager

Gregory B. Campbell, Senior Vice President & Chief Compliance Officer

Michael S. Brady, Executive Director & Head of Finance

Chad A. Starkovich, Executive Director, Technology

Philip W. Cecil, Executive Director

Amy J. Boyle, Director, Human Resources

Anjali E. Connors, Director, Private Wealth Compliance

Kristen K. Nations, Director, Operations

Erika Santana, Corporate Paralegal

Trust Services

Josh Feldman, Managing Director & Trust Operations Manager 

Valerie Huetten, Managing Director & Trust advisor 

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

Kelly White, Managing Director & Senior Trust Officer

Magali G. Duvivier, Associate Managing Director & Tax Accountant

Chardell A. Salvant, Trust Officer

Karla Schmidt, Trust Officer

Jason A. Danz, Trust Tax Officer

Corporate and Institutional Services

Eric Adams, Managing Director & Trust Advisor 

Ann Bolognani CFP®, Managing Director & Trust Advisor

Kenneth R. Rakowski, Managing Director & Private Wealth Manager

Robert H. Sumser, Managing Director & Trust Advisory Team Leader

Julianne J. Tynski, Associate Managing Director & Trust Advisor 

Karen Zielinski, Associate Managing Director & Investment Officer

Katie R. McClanahan, Associate Managing Director

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

Hallie Gannon, Trust Officer & Trust Administrator 

National head

Daniel E. Sullivan Jr., Office Leader | Head of Private Banking & Mortgage

Private Banking Resources

Allison Smith, Chief Operating Officer, US Private Banking

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

Jen Fortuna, Managing Director

Wilma Otero, Managing Director 

Jord'an Helmick, Business Effective Administrator

Moye Sodipo, Business Analyst

MSL Team

Sarah Kahle, Managing Director, MSL Team Lead

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

Patti Mertens, Managing Director & Private Banker

Sara J. Marszalek, Managing Director & Private Banker

Mark D. Schmidt, Managing Director & Private Banker

April Brill, Managing Director & Private Banker

Lori J. Thomas, Managing Director & Private Banker

Jeremy Gehl, Managing Director & Private Banker

Sanjay V. Vasan, Managing Director & Private Banker

Jessica Bridges, Managing Director

Andrew Cline, Associate Managing Director & Private Banker

Fanny Tan Bacon, Associate Managing Director & Private Banker

Devynn Tracy, Associate Managing Director & Private Banker

Travis Hague, Private Banking Officer 

Ramsin Malik, Private Banking Officer

Jennifer Paunicka, Private Banking Officer

Dave Roberson, Officer

Matthew Crawford, Associate Managing Director & Private Banker 

Group Portfolio Managers

William J. Hansen, Managing Director

Scott A. Tuman, Managing Director 

Randy Webster, Managing Director

Relationship Experience Team

Jasmine Monroig, Associate Managing Director & Client Service Manager

Veronica Hernandez, Private Banking Associate & Team Lead

Anna Kowal, Private Banking Associate

Burke Ricks, Private Banking Associate

Andrea Allen, Private Banking Associate

Jeanine Enright, Private Banking Associate

Michelle Delgado, Private Banking Associate

Amy Schrepfer, Private Banking Associate

Rose Thomas, Private Banking Associate

Majida Hamdan, Private Banking Associate

Laima Plioplys, Private Banking Associate

William J. Ellerhorst, Private Banking Associate

Underwriter Team

Steven Gaston, Private Banking Officer

David Philion, Private Banking Officer

David Simon, Private Banking Officer

Linda Huesing, Senior Underwriter

Mary Kate Phelan, Underwriter Associate

Griffin Pollard, Underwriter Associate