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., Chairman and CEO

Eric B. Propper, CFA, President

Gabrielle D. Bailey, Chief Fiduciary Officer

David L. Donabedian, CFA, Chief Investment Officer

Lisa M. Garcia, Chief Risk Officer

Kenneth J. Kozanda, Chief Administrative Officer

Clint L. Ward, Chief Compliance Officer

Scott Wilson, Chief Operating Officer

Firm Leaders:

Linda S. Beerman, Head of Wealth Strategies

Julia M. Beisel, Director of Client Service Administration

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

Wayne K. DeWitt, Jr., General Counsel

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

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

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

Marc Keller, Team Executive

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

Sidney F. Queler, National Director of Business Development

Thomas N. Riley, CFA, Boston Office Head

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

Kishore Setty, CFA, New York Office Head

Bas Solleveld, Houston Office Co-Head

Steven W. Smith, Washington, D.C. 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, Atlanta Office Head

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

John W. Winslow, Dallas Office Head

Chief Executives

 

John S.

Markwalter Jr.

Chief Executive Officer

 

Eric B.

Propper, CFA

President

 

Gabrielle D.

Bailey

Chief Fiduciary Officer

 

David L.

Donabedian, CFA

Chief Investment Officer

 
 

Lisa M.

Garcia

Chief Risk Officer

 

Kenneth J.

Kozanda

Chief Administrative Officer

 

Clint L.

Ward

Chief Compliance Officer

 

Scott

Wilson

Chief Operating Officer

CIBC U.S. Region

 

National Firm Leaders

 

Linda S.

Beerman

Head of Wealth Strategies

 

Julia M.

Beisel

Managing Director

Director of Client Service Administration

 

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

 

Wayne K.

DeWitt, Jr.

General Counsel

 

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

 

Marc

Keller

Team Executive

 

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

 

Sidney F.

Queler

National Director of Business Development

 

Lisa K.

Tesarik, CFA

Managing Director

CIBC Bank USA

 

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

Managing Director

New York Office Head

 

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

 

Jeffrey S.

Thomas, CFA

Managing Director

Senior Relationship Manager

 

W. Scott

Thompson III, CTFA

Managing Director

Atlanta Office Head

 

Richard O.

Vandenberg, Jr.

Managing Director

San Francisco Office Head

 

John W.

Winslow

Managing Director

Dallas Office Head