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Executive Team

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Executive Team

Our professionals are dedicated to delivering exceptional performance and service with an unwavering focus on you and your best interests.

Team Executive employees list

Operating committee

John S. "Jack" Markwalter Jr. | Chief Executive Officer

Linda S. Beerman | Head of Wealth Strategies

Julia M. Beisel | Executive Director of Business Transformation

Robert C. Bridges | Managing Director and Portfolio Manager, Equities

Gregory B. Campbell | General Counsel

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

Dave Cross | Financial Planning and Analysis Director

Lenore W. Cusick | Chief Strategy and Implementation Officer

David L. Donabedian, CFA | Chief Investment Officer

Carolyn C. Donnelly | Chief Client Engagement Officer

Lisa M. Garcia | Chief Risk Officer

John P. Huber | Managing Director and Portfolio Manager, Equities

Kendra Spooner | HR Senior Director

Bruce D. Katz, CFP® | Chief Growth Officer

Robert McKeon | Chief Fiduciary Officer

Jackie Miksch | Senior Audit Manager

William Norris | Head of Boston

J. Kent Nossman. Jr | Head of West Region

Sabrina Seminetta  | Governance and Controls Lead

Kishore Setty, CFA | Head of East Region

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

Chad Starkovich | Senior Director U.S. Private Wealth Technology

W. Scott Thompson III, CTFA | President of CIBC Family Office

Diana K. Vasquez | Chief Administrative Officer

Vineet Vermani | Executive Director of CIBC Family Office Client Experience

National & office leadership

National leaders

Jack B. Caldwell, CFP® | Head of West Region for Business Development

Liza Connelly | Director of Trust and Estate Services

Eric B. Propper, CFA | Vice-Chairman

Christopher Quinn | Executive Director of CIBC Family Office

Matt Roma | Head of Central Region for Business Development

John W. Winslow | Director of Insurance Platform Alliances


Office leaders

Kimberly Dwan Bernatz, CFP®, AEP ® | Newport Beach

Robert J. Coulton, CFP® | Chicago

W. Brent Currier | Dallas

Mark E. Frazier, CFA | Austin

Jonathan K. Kadish, CFP®, ChFC® | West Palm Beach

John Keegan, CFP® | Central U.S

Beth Mayfield | Atlanta

John McKenna | San Francisco

William Norris | Boston

J Kent Nossaman, Jr. | Denver

David Pisarkiewicz, Jr | St. Louis

Dee Ann Schedler | Washington, D.C. 

Halsey Schreier | Wilmington

Kishore Setty, CFA | New York

Steven W. Smith | Washington, D.C.

Bas Solleveld | Houston