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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.

Contact a CIBC Private Wealth advisor to learn more.

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

Jason Huisman | HR Senior Director

Bruce D. Katz, CFP® | Chief Growth Officer

Timothy J. Majer | Director of Business Management

Robert McKeon | Chief Fiduciary Officer

Jackie Miksch | Senior Audit Manager

William Norris | Head of Boston

J. Kent Nossman. Jr | Head of West Region

Eric B. Propper, CFA | Vice-Chairman

Sabrina Seminetta  | Governance and Controls Lead

Kishore Setty, CFA | Head of East Region

Todd Spillane  | Chief Compliance Officer

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

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

Amit Dhawan, CFA | Head of Digital Client Interface

Christopher Quinn | Executive Director of CIBC Family Office

Matt Roma | Head of Central Region for Business Development

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

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