CIBC welcomes new team members to its Private Wealth business

CHICAGO, AUGUST 29, 2023—CIBC Private Wealth, US, today announced the following hires:

• Edward Kelly, CPWA®, AIF®, BFA™, Managing Director and Business Development Officer in New York, New York
• Martha Lufkin, Senior Vice President and Fiduciary Advisor in Boston, Massachusetts
• Tanya Kulberg, Managing Director and Market Manager in San Francisco, California
• Keri Pankow, Senior Vice President and Senior Wealth Strategist in San Francisco, California

Edward Kelly is a business development officer with 30 years of industry experience. In this role, he sets strategies and practices that broaden relationships with individuals, families, foundations and endowments. Previously, Kelly served as a executive vice president of Wealth Management Sales at Orion Portfolio Services where he was responsible for overseeing sales and distribution. He also served as chair of the growth committee. He earned a Bachelor of Arts degree from Villanova University, and holds the CERTIFIIED PRIVATE WEALTH ADVISOR® certification as well as an ACCREDITED INVESTMEN FIDUCIARY® and BEHAVIORAL FINANCIAL ADVISOR™ designations.

Bringing more than 30 years of experience to her role as a fiduciary advisor, Martha Lufkin works closely with the firm’s wealth strategies and relationship teams to provide fiduciary expertise and trust administration support, including trust review and acceptance, trust modifications and review of other discretionary matters. She also lends her expertise to the firm’s fiduciary committees. Previously, Lufkin was a managing counsel for Wealth Management at BNY Mellon, N.A. She earned a bachelor’s degree magna cum laude in political science from Yale University, an M.Litt. in politics from the University of Oxford, and a Juris Doctor degree from Columbia Law School, where she was a Harlan Fiske Stone scholar. Lufkin is a member of the Boston Bar Association. She has also published and lectured widely on legal issues for the art world, including art owners and museums.

Tanya Kulberg brings over 25 years of wealth management experience to CIBC Private Wealth as market manager in San Francisco. In this role, she works closely with high-net-worth individuals and families on a wide range of financial needs. Kulberg also partners with a team of professionals to deliver thoughtful and customized wealth strategies, including cash flow and liquidity management, customized complex credit, investment management and trust and estate planning. Prior to joining the firm, she served as a senior private banker at California Bank & Trust Private Bank, where she specialized in deposit, credit and investment solution tailored to high-net-worth individuals & their families. Kulberg earned a Bachelor of Arts degree in English literature and a minor in business from University of San Francisco.

As a senior wealth strategist in CIBC Private Wealth’s San Francisco office, Keri Pankow who has over five years of industry experience, works closely with relationship managers and clients to develop and implement estate and wealth transfer strategies as part of the firm’s integrated wealth management process. Before joining the firm, she was an attorney at Plageman, Lund & Cannon LLP where she practiced in the areas of estate planning, trust and estate administration, and taxation. Pankow earned a Bachelor’s degree in business from Tulane University, and a Juris Doctor degree, as well as a Master of Laws degree in taxation, from New York Law School.

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