Contact Us Employee

Kathleen Merkle

181 West Madison Street, 36th Floor
Chicago, IL 60602

Phone number: 312-368-7700
Toll-free: 800-505-1720

Kathleen Merkle

Senior Vice President

Kathy, a senior client service manager at CIBC Private Wealth, has over 20 years of industry experience. In this role, she works closely with relationship managers to provide comprehensive client service for high net worth individuals and families.  

Prior to joining CIBC, Kathy’s client service role supported a principal at Horizon Wealth Management.  Earlier, she was with Third River Capital Management, a boutique RIA firm where she headed client service, trading, compliance & operations. Previously, she was a client service specialist at William Blair.

Kathy earned a Bachelor of Science degree in finance from Saint Xavier University.

Kathy’s community service involves volunteering for the Hope & Friendship Foundation, a charity involved in community outreach.

Representing CIBC Private Wealth Advisors, Inc.

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