Chicago, Illinois

Team Geneva Advisors

View all CIBC Private Wealth offices
 

181 West Madison Street, 35th Floor
Chicago, IL 60602

 

PHONE NUMBER: 312 422-1720

TOLL FREE: 800 505-1720


Office Heads

Robert C. Bridges, Managing Director

John P. Huber, Managing Director

Wealth Management Team

Gregg D. Anderson, Managing Director

James A. Barasa, Managing Director

Thomas S. Bridges, Co-Head, High Net Worth Sales

Mark J. Cassell, CFA, Managing Director

Robert J. Coulton, Co-Head, High Net Worth Sales

Erin S. Dickes, Managing Director

Tina M. Frey, CFP®, Managing Director

Kenneth J. Gimbel, Managing Director

Kelly T. Goalby, Managing Director

Michelle M. Hermann, Managing Director

Richard F. Judd, Managing Director

Richard S. Kaplan, Managing Director

Bruce L. Klein, CFA, Managing Director

Bridgid H. Kyle, Managing Director

Margaret Miller, Managing Director

Michael E. Mortell, CFP®, Managing Director

Kurt M. Newsom, CFP®, Managing Director

David A. Pierce, Managing Director

Mark E. Resnik, Managing Director

Richard K. Sheiner, Managing Director

J. Scot Tyson, Managing Director

Sean B. Dobbins, Senior Vice President

Donald B. Gimbel, Senior Vice President

Randy M. Joseph, Senior Vice President

Mike Kimbarovsky, Senior Vice President

M. Shawn Leist, Senior Vice President

Keith R. Malooley, CFP®, CFA, Senior Vice President

Theresa M.H. Marx, Senior Vice President

Robert J. Merkle, CFA, Senior Vice President

Robert J. Nowlin, Senior Vice President

Jo Ann M. Seagren, Senior Vice President

Allen H. Smith, Senior Vice President

Stacey L. Velez, CFP®, Senior Vice President

Kathleen A. Birmingham, Vice President

Martin A. Brown, CFA, Vice President

Patricia D. DeChant, Vice President

Joseph J. Locke, Vice President

Bernard F. Myszkowski, CFA, Vice President

Mark E. Pauly, CFA, Vice President

Matthew A. Roma, CFA, Vice President

Jordan H. Sheiner, Vice President

John A. Cimaroli, Associate Vice President

Judy M. Nicchetta, CFP®, Financial Planner

Nathan W. Buth, Senior Client Service Manager

Abby E. Davis, Senior Client Service Manager

Tracy M. Hoffmann, Senior Client Service Manager

Annette M. Peterson, Senior Client Service Manager

Evy L. Stein-Keller, Senior Client Service Manager

Cynthia A. Zuponeck, Senior Client Service Manager

Karen I. Fox, Client Service Manager

Carolyn A. Lane, Client Service Manager

Lisa A. Massini, Client Service Manager

Elizabeth L. Sadler, Client Service Manager

Linda M. Slick, Client Service Manager

Joshua J. Walters, CFP®, Client Service Manager

Emily A. Mirrilees, Senior Client Service Associate

Charlene P. Morris, Senior Client Service Associate

Andrea M. Simic, Senior Client Service Associate

Megan N. Melton, Senior Associate

Investment Team

Gordon C. Scott, CFA, Managing Director

Daniel P. Delany, CFA, Managing Director

Thomas S. Postek, Vice President

Jim L. Farrell, CFA, Portfolio Manager

Christopher J. Lewis, CFA, Portfolio Manager

Timothy S. Musial, CFA, Portfolio Manager

Matthew K. Scherer, CFA, Portfolio Manager

Kate L. Bergin, Equity Analyst

Matthew R. George, CFA, Fixed Income Analyst

Michael D. Neumann, CFA, Fixed Income Analyst

Philip D. Lorenz, CFA, Equity Analyst

Mark J. McKevitt, CFA, Equity Analyst

Kyle M. Nitiss, Quantitative Analyst

Kate M. Christman, Head of Trading

Thomas M. LaJeone, Trader

Carter S. Sims, Trader

Firm Leaders

Amit Dhawan, CFA, Managing Director

Michael S. Brady, Executive Director, Head of Finance

Amy J. Boyle, Director, Human Resources

Anjali E. Connors, Director, Private Wealth Compliance

Operations and Technology

Chad A. Starkovich, Executive Director, Technology

Eli J. Hernandez, Director, Technology Systems

Kristen K. Nations, Director, Operations

Janet C. Chutro, Analyst

Sherry L. McCune, Receptionist

Jennifer L. Schmidt, Accountant

 

Robert C.

Bridges

Managing Director and

Co-Head,
Team Geneva Advisors

 

John P.

Huber

Managing Director and

Co-Head,
Team Geneva Advisors

 

Gregg D.

Anderson

Managing Director

Senior Relationship Manager

 

James A.

Barasa

Managing Director

Senior Relationship Manager

 

Thomas S.

Bridges

Managing Director

Co-Head, High Net Worth Sales

 

Mark J.

Cassell, CFA

Managing Director

Senior Relationship Manager

 

Robert J.

Coulton

Managing Director

Co-Head, High Net Worth Sales

 

Erin S.

Dickes

Managing Director

Senior Relationship Manager

 

Tina M.

Frey, CFP®

Managing Director

Senior Relationship Manager

 

Kenneth J.

Gimbel

Managing Director

Senior Relationship Manager

 

Kelly T.

Goalby

Managing Director

Senior Relationship Manager

 

Michelle M.

Hermann

Managing Director

Senior Relationship Manager

 

Richard F.

Judd

Managing Director

Senior Relationship Manager

 

Richard S.

Kaplan

Managing Director

Senior Relationship Manager

 

Bruce L.

Klein, CFA

Managing Director

Senior Relationship Manager

 

Bridgid H.

Kyle

Managing Director

Senior Relationship Manager

 

Margaret

Miller

Managing Director

Relationship Manager

 

Michael E.

Mortell, CFP®

Managing Director

Senior Relationship Manager

 

Kurt M.

Newsom, CFP®

Managing Director

 

David A.

Pierce

Managing Director

Senior Relationship Manager

 

Mark E.

Resnik

Managing Director

Senior Relationship Manager

 

Richard K.

Sheiner

Managing Director

Senior Relationship Manager

 

J. Scot

Tyson

Managing Director

Senior Relationship Manager

 

Sean B.

Dobbins

Senior Vice President

Relationship Manager and Trader

 

Donald B.

Gimbel

Senior Vice President

 

Randy M.

Joseph

Senior Vice President

Relationship Manager

 

Mike

Kimbarovsky

Senior Vice President

Senior Relationship Manager

 

M. Shawn

Leist

Senior Vice President

Relationship Manager

 

Keith R.

Malooley, CFP®, CFA

Senior Vice President

Relationship Manager

 

Theresa M.H.

Marx

Senior Vice President

Senior Wealth Strategist

 

Robert J.

Merkle, CFA

Senior Vice President

Relationship Manager

 

Robert J.

Nowlin

Senior Vice President

Relationship Manager

 

Jo Ann M.

Seagren

Senior Vice President

Relationship Manager

 

Allen H.

Smith

Senior Vice President

Relationship Manager

 

Stacey L.

Velez, CFP®

Senior Vice President

Senior Relationship Manager

 

Kathleen A.

Birmingham

Vice President

Relationship Manager

 

Martin A.

Brown, CFA

Vice President

Relationship Manager

 

Patricia D.

DeChant

Vice President

Associate Relationship Manager

 

Joseph J.

Locke

Vice President

Relationship Manager

 

Bernard F.

Myszkowski, CFA

Vice President

Relationship Manager

 

Mark E.

Pauly, CFA

Vice President

Relationship Manager

 

Matthew A.

Roma, CFA

Vice President

Relationship Manager

 

Jordan H.

Sheiner

Vice President

Relationship Manager

 

John A.

Cimaroli

Associate Vice President

Associate Relationship Manager

 

Judy M.

Nicchetta, CFP®

Financial Planner

 

Nathan W.

Buth

Senior Client Service Manager

 

Abby E.

Davis

Senior Client Service Manager

 

Tracy M.

Hoffmann

Senior Client Service Manager

 

Annette M.

Peterson

Senior Client Service Manager

 

Evy L.

Stein-Keller

Senior Client Service Manager

 

Cynthia A.

Zuponeck

Senior Client Service Manager

 

Karen I.

Fox

Client Service Manager

 

Carolyn A.

Lane

Client Service Manager

 

Lisa A.

Massini

Client Service Manager

 

Elizabeth L.

Sadler

Client Service Manager

 

Linda M.

Slick

Client Service Manager

 

Joshua J.

Walters, CFP®

Client Service Manager

 

Emily A.

Mirrilees

Senior Client Service Associate

 

Charlene P.

Morris

Senior Client Service Associate

 

Andrea M.

Simic

Senior Client Service Associate

 

Megan N.

Melton

Senior Associate

Account Administration Associate

 

Gordon C.

Scott, CFA

Managing Director

Portfolio Manager, Equities

 

Daniel P.

Delany, CFA

Managing Director

Portfolio Manager, Equities

 

Thomas S.

Postek, CFA

Vice President

Investment GARM

 

Jim L.

Farrell, CFA

Portfolio Manager and Analyst, Equities

 

Christopher J.

Lewis, CFA

Portfolio Manager and Analyst, Equities

 

Timothy S.

Musial, CFA

Portfolio Manager, Fixed Income

 

Matthew K.

Scherer, CFA

Portfolio Manager and Analyst, Equities

 

Kate L.

Bergin

Equity Analyst

 

Michael D.

Neumann, CFA

Associate

Fixed Income Analyst

 

Matthew R.

George, CFA

Fixed Income Analyst and Trader

 

Philip D.

Lorenz, CFA

Equity Analyst

 

Mark J.

McKevitt, CFA

Equity Analyst

 

Kyle M.

Nitiss

Jr. Quantitative Analyst

 

Kate M.

Christman

Head of Trading,

Team Geneva Advisors

 

Thomas M.

LaJeone

Trader

 

Carter S.

Sims

Trader

 

Amit

Dhawan, CFA

Managing Director

Office of the COO

 

Michael S.

Brady

Executive Director, Head of Finance,

Team Geneva Advisors

 

Amy J.

Boyle

Director, Human Resources

 

Anjali E.

Connors

Director, Private Wealth Compliance

 

Chad A.

Starkovich

Executive Director, Technology

 

Eli J.

Hernandez

Director, Technology Systems

 

Kristen K.

Nations

Director, Operations

 

Janet C.

Chutro

Analyst, Technology Suppport

 

Sherry L.

McCune

Receptionist

 

Jennifer L.

Schmidt

Accountant