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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

 

View all CIBC Private Wealth offices

Team Chicago Employees List

Chicago Leadership

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

Robert C. Bridges, Managing Director & Portfolio Manager

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

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

Gregory B. Campbell, Senior Vice President & General Counsel

 

Relationship Management

Gregg D. Anderson, Managing Director & Senior Relationship Manager

James A. Barasa, Managing Director & Senior Relationship Manager

Peter Barrett, CIC, 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, Managing Director & Senior Investment Advisor 

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

Sean B. Dobbins, Managing Director

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

Mark E. Resnik, 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 & 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

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

Robert J. Nowlin, Senior Vice President & Relationship Manager

Matthew A. Roma, CFA, Senior Vice President

Jordan H. Sheiner, Senior Vice President & Senior Relationship Manager

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

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

Wesley Judd, Vice President & Relationship Manager

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

Jonathon Schmitt, Associate Vice President

Judy M. Nicchetta, CFP®, Financial Planner

Client Service

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

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

Jessica R. Sierman, 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 Associate

Jennifer Kusachi, Associate Vice President & Executive Assistant

Matthew Lewin, Associate Vice President & Senior Client Analyst

Terri L. Payne, Associate Vice President & Account Administrator

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

Margaret L. Stadler, Associate Vice President & Senior 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

Stefano N. Cacucci, Senior Associate & Senior Client Service Associate

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

Katrina Kapadia, Senior Associate & Client Service Manager

Mike Lord, Senior Associate & Client Service Manager

Megan N. Melton, Senior Associate & Account Administration Associate

Courtney Pioszak, Senior Associate & Client Service Manager

Ana Cobani, Associate & Client Service Manager

Jodi Fabella, Associate & Client Service Manager

Ryan O'Reilly, Associate & Client Service Manager

Keisha Manning, Client Service Associate

J.D. Sweeting, Associate & Client Service Associate

Nick M. DeStefano, Client Specialist & Team Lead

Investment Team

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

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

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

Anthony Pecora, Managing Director & Investment Officer

Gordon C. Scott, CFA, Managing Director & Portfolio Manager

Evan Katz, CFA, Vice President & Analyst

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

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

Christopher J. Lewis, CFA, Portfolio Manager & Analyst

Matthew K. Scherer, CFA, Portfolio Manager & Analyst

Kate L. Bergin, Equity Analyst

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

Michael S. Brady, Executive Director & Controller

Philip W. Cecil, Executive Director, Deputy General Counsel

Chad A. Starkovich, Executive Director, Technology

Amy J. Boyle, Director, Human Resources

Kristen K. Nations, Director, Business Effectiveness

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

Patrick Carrier, Trust Administrator

Magali G. Duvivier, Associate Managing Director & Tax Accountant

Jason A. Danz, Trust Tax Officer

Chardell A. Salvant, Trust Officer

Karla Schmidt, Trust 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

Katie R. McClanahan, Associate Managing Director

Julianne J. Tynski, Associate Managing Director & Trust Advisor 

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

Hallie Gannon, Associate Vice President 

National head

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

Private Banking Resources

Allison Smith, Chief Operating Officer, US Private Banking

Jen Fortuna, Managing Director

Wilma Otero, Managing Director 

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

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

Jessica Bridges, Managing Director

April Brill, Managing Director & Private Banker

Jeremy Gehl, Managing Director & Private Banker

Patti Mertens, Managing Director & Private Banker

Sara J. Marszalek, 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

Andrew Cline, Private Banking Officer

Ramsin Malik, Private Banking Officer

Jennifer Paunicka, Private Banking Officer

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 

William J. Ellerhorst, 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

Rose Thomas, 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

Mary Kate Phelan, Underwriter Associate