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.

OPERATING COMMITTEE

John S. "Jack" MarkwalterJr. | 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

David L. Donabedian, CFA | Chief Investment Officer

Carolyn C. Donnelly | Director of Marketing and Strategic Priorities

John P. Huber | Managing Director and Portfolio Manager, Equities

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

Paul M. McPheeters, CFA | Lead Manager, Master Limited Partnerships

William Norris | Managing Director

Eric B. Propper, CFA | Vice Chairman

Daniel E. Sullivan, Jr. | Head of Private Banking, CIBC Bank USA

Diana K. Vasquez | Chief Administrative Officer

Scott Wilson | Chief Operating Officer

National & Office Leadership

National leaders

Rob Coulton | Head of Central Region

Amit Dhawan, CFA | Head of Digital Client Interface

Christopher Quinn | Co-Executive Director of CIBC Family Office

Kishore Setty, CFA | Mid-Atlantic Regional Team Executive

W. Scott Thompson III, CTFA | Southeast Regional Team Executive
& Co-Executive Director of CIBC Family Office

John W. Winslow | Director of Insurance Platform Alliances

Office leaders

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

Mark E. Frazier, CFA | Austin

Brent Fykes, CFA, CFP^® | Florida

Jon E. Henderson, CFA, CIC | Chicago

Jonathan K. Kadish, CFP®, ChFC® | West Palm Beach

John Keegan, CFP® | Central U.S

Marc Keller | New York

Kenneth G. Pollard, CFA | Chicago

Dee Ann Schedler | Washington, D.C. and Wilmington

Steven W. Smith | Washington, D.C.

Bas Solleveld | Houston

Jeffrey S. Thomas | Boston

Chris Williams | St. Louis