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 | Chief Compliance Officer

Lenore W. Cusick | Managing Director

David L. Donabedian, CFA | Chief Investment Officer

Carolyn C. Donnelly | Executive Director, Client Initiatives and Marketing

Lisa M. Garcia | Chief Risk Officer

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

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

Kenneth J. Kozanda, CFP^® | Managing Director of Middle Market M&A

Timothy J. Majer | Director of Business Management

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

Eric B. Propper, CFA | President

Sidney F. Queler | Chief Growth Officer

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

Diana K. Vasquez | Chief Process and Controls Officer

Scott Wilson | Chief Operating Officer

National & Office Leadership

National leaders

Rob Coulton | National Director of Practice Management

Amit Dhawan, CFA | Head of Digital Client Interface

Christopher Quinn | Co-Executive Director of CIBC Family Office

Kishore Setty, CFA | Mid-Atlantic Regional Team Executive

W. Scott Thompson III, CTFA | Southeast Regional Team Executive & Co-Executive Director of CIBC Family Office

John W. Winslow | Director of Insurance Platform Alliances

Office leaders

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

W. Brent Currier | Dallas

Mark E. Frazier, CFA | Austin

Brent Fykes, CFA, CFP^® | Florida

Jon E. Henderson, CFA, CIC | Chicago

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

John Keegan, CFP^® | Central U.S

William Norris | Boston

J Kent Nossaman, Jr. | Denver

Kenneth G. Pollard, CFA, CFP^®, CIC | Chicago

Dee Ann Schedler | Washington, D.C. and Wilmington

Steven W. Smith | Washington, D.C.

Bas Solleveld | Houston

Richard O. Vandenberg, Jr. | San Francisco