Our 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.
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