Operating committee

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

Thomas K. Anderson | Head of Boston

Linda S. Beerman | Head of Wealth Strategies

Julia M. Beisel | Executive Director of Business Transformation

Gregory B. Campbell | General Counsel

Dave Cross | Financial Planning and Analysis Director

Lenore W. Cusick | Chief Strategy and Implementation Officer

Brian E. Delman | Chief Compliance Officer

David L. Donabedian, CFA | Co-Chief Investment Officer

Carolyn C. Donnelly | Chief Client Engagement Officer

Lisa M. Garcia | Chief Risk Officer

Bruce D. Katz, CFP^® | Chief Growth Officer

Robert McKeon | Chief Fiduciary Officer

Paul McPheeters | Lead Manager, Master Limited Partnerships

Jackie Miksch | Senior Audit Manager

William Norris | Head of Central Region

J. Kent Nossaman Jr | Head of West Region

Gary Pzegeo, CFA | Co-Chief Investment Officer

Sabrina Seminetta  | Governance and Controls Lead

Kishore Setty, CFA | President of CIBC Private Wealth Advisors & Head of East Region

Bas Solleveld | Head of Texas

Kendra Spooner | HR Senior Director

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 | President of CIBC National Trust Company & Chief Administrative Officer

Vineet Vermani | Executive Director, Client Experience & Reporting 

National & office leadership

National leaders

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

Liza Connelly | Director of Trust and Estate Services

Kyle Edmonds | Head of East Region for Business Development

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

Tom Anderson, CFA | Boston

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

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 | Chicago

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