Executive team

Executive team

Our professionals are dedicated to delivering exceptional performance and

service with an unwavering focus on you and your best interests.
Contact a CIBC Private Wealth advisor to learn more.

 

Chief Executives

John S. Markwalter Jr., Chief Executive Officer

Gabrielle D. Bailey, Chief Fiduciary Officer

David L. Donabedian, CFA, Chief Investment Officer

Lisa M. Garcia, Chief Risk Officer

Eric B. Propper, CFA, President

Sidney F. Queler, Chief Growth Officer

Diana K. Vasquez, Chief Process and Controls Officer

Scott Wilson, Chief Operating Officer

Firm Leaders:

Linda S. Beerman, Head of Wealth Strategies

Julia M. Beisel, Executive Director of Business Transformation

Kimberly Dwan Bernatz, CFP®, AEP®, Newport Beach Office Head

Robert C. Bridges, Co-Head, Team Geneva Advisors

H. Scott Caven, Jr., Houston Office Co-Head

Rob Coulton, National Director of Practice Management

Wayne K. DeWitt, Jr., General Counsel

Amit Dhawan, CFA, Head of Digital Client Interface

Erin S. Dickes, Dallas Office Head

Carolyn C. Donnelly, Director of Marketing and Strategic Priorities

Mark E. Frazier, CFA, Austin Office Head

Brent Fykes, CFA, CFP®, Head of Growth Strategy, Florida

Dick A. Havey, CFA, Denver Office Head

Jon E. Henderson, CFA, CIC, Chicago Office Co-Head

John P. Huber, Co-Head, Team Geneva Advisors

Jonathan K. Kadish, CFP®, ChFC®, West Palm Beach Office Head

Bruce D. Katz, CFP®, Director of Strategic Alliances

John Keegan, CFP®, Central U.S. Regional Manager

Marc Keller, Team Executive

Kenneth J. Kozanda, Managing Director of Middle Market M&A

Timothy J. Majer, Director of Business Management

Paul M. McPheeters, CFA, Lead Manager, Master Limited Partnerships

William Norris, Chief Investment Officer, CIBC Bank USA

Kenneth G. Pollard, CFA, Chicago Office Co-Head

Christopher Quinn, Co-Executive Director of CIBC Family Office

Thomas N. Riley, CFA, Boston Office Head

Dee Ann Schedler, Wilmington Office Head and Washington, D.C. Office Co-Head

Kishore Setty, CFA, Mid-Atlantic Regional Team Executive

Steven W. Smith, Washington, D.C. Office Co-Head

Bas Solleveld, Houston Office Co-Head

Daniel E. Sullivan, Jr., Head of Private Banking, CIBC Bank USA

Lisa K. Tesarik, CFA, Managing Director

Jeffrey S. Thomas, Managing Director

W. Scott Thompson III, CTFA, Southeast Regional Team Executive 

Richard O. Vandenberg, Jr., San Francisco Office Head

Chris Williams, Midwest U.S. Regional Manager

John W. Winslow, Director of Insurance Platform Alliances

Chief executives

 

John S.

Markwalter Jr.

Chief Executive Officer

CIBC Private Wealth Management

 

Gabrielle D.

Bailey

Chief Fiduciary Officer

 

David L.

Donabedian, CFA

Chief Investment Officer

 

Lisa M.

Garcia

Chief Risk Officer

 

Eric B.

Propper, CFA

President

 

Sidney F.

Queler

Chief Growth Officer

 

Diana K.

Vasquez

Chief Process and Controls Officer

 

Scott

Wilson

Chief Operating Officer

Head of U.S. Capital Markets

 

National firm leaders

 

Linda S.

Beerman

Head of Wealth Strategies

 

Julia M.

Beisel

Executive Director of Business Transformation

 

Kimberly Dwan

Bernatz, CFP®, AEP®

Managing Director and

Newport Beach Office Head

 

Robert C.

Bridges

Managing Director and

Co-Head,
Team Geneva Advisors

 

H. Scott

Caven, Jr.

Managing Director

Houston Office Co-Head

 

Robert J.

Coulton, CFP®

National Director of Practice Management

 

Wayne K.

DeWitt, Jr.

General Counsel

 

Amit

Dhawan, CFA

Head of Digital Client Interface

 

Erin S.

Dickes

Team Executive

Dallas

 

Carolyn C.

Donnelly

Managing Director

Director of Marketing and Strategic Priorities

 

Mark E.

Frazier, CFA

Managing Director

Austin Office Head

 

Brent

Fykes, CFA, CFP®

Managing Director

Head of Growth Strategy, Florida

 

Dick A.

Havey, CFA

Managing Director

Denver Office Head

 

Jon E.

Henderson, CFA, CIC

Managing Director

Chicago Office Co-Head

 

John P.

Huber

Managing Director and

Co-Head,
Team Geneva Advisors

 

Jonathan K.

Kadish, CFP®, ChFC®

Managing Director

West Palm Beach Office Head

 

Bruce D.

Katz, CFP®

Director of Strategic Alliances

 

John

Keegan, CFP®

Managing Director

Central U.S. Regional Manager

 

Marc

Keller

Team Executive

 

Kenneth J.

Kozanda

Managing Director of Middle-Market Mergers and Acquisitions

 

Timothy J.

Majer

Managing Director

Director of Business Administration

 

Paul M.

McPheeters

Managing Director

Lead Manager, Energy Infrastructure Strategy

 

William

Norris

Chief Investment Officer

CIBC Bank USA

 

Kenneth G.

Pollard, CFA

Managing Director

Chicago Office Co-Head

 

Christopher

Quinn

Co-Executive Director of CIBC Family Office

 

Thomas N.

Riley, CFA

Managing Director

Boston Office Head

 

Dee Ann

Schedler

Managing Director

Wilmington Office Head, Washington D.C. Office Co-Head

 

Kishore

Setty, CFA

Mid-Atlantic Regional Team Executive

 

Steven W.

Smith

Managing Director

Washington D.C. Office Co-Head

 

Bas

Solleveld

Managing Director

Houston Office Co-Head

 

Daniel E.

Sullivan Jr.

Head of Private Banking

CIBC Bank USA

 

Lisa K.

Tesarik, CFA

Managing Director

CIBC Bank USA

 

Jeffrey S.

Thomas, CFA

Managing Director

Senior Relationship Manager

 

W. Scott

Thompson III, CTFA

Southeast Regional Team Executive

 

Richard O.

Vandenberg, Jr.

Managing Director

San Francisco Office Head

 

Chris

Williams

Managing Director

Midwest U.S. Regional Manager

 

John W.

Winslow, CFA

Director of Insurance Platform Alliances