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Employee Mark Gudaitis

Boston
100 Federal Street, 37th Floor
Boston, MA 02110

PHONE NUMBER: 617-357-9600
TOLL-FREE: 877-614-9600
FAX NUMBER: 617-357-9602

Mark R. Gudaitis

, CFA

Managing Director

Mark Gudaitis is a senior relationship manager in CIBC Private Wealth Management’s Boston office, with more than 30 years of industry experience.

In this role, he helps high net worth families achieve their wealth management objectives and works closely with the client service team to build new client relationships. He is also a member of the firm’s investment policy committee.

Prior to joining the firm in 2008, Mark was a relationship manager at Gannett Welsh & Kotler LLC, where he was responsible for helping to build and manage that firm’s private client business. In addition, Mark held key positions as co-manager of the GW&K Dividend Plus Equity Strategy and as a member of GW&K's investment committee and executive committee.

Prior to joining GW&K in 2000, Mark held analytical positions with Scudder Kemper Investments, worked actively within the private client and institutional business as an investment consultant, and started his career with Lehman Brothers.

He serves on the Trustee Advisory Board at St. John’s Preparatory School, where he is also chairman of the investment committee. Additionally, he is president of the Men’s Golf Association at Ipswich Country Club and a member of the Zoo New England advisory council.

Mark earned a Bachelor of Science in finance from Boston College and holds the Chartered Financial Analyst designation.

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


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Employee Joseph Dempsey

Newport Beach
520 Newport Center Drive
Newport Beach, CA 92660

PHONE NUMBER: 949-660-0080
TOLL-FREE: 888-773-8099
FAX NUMBER: 949-720-0042

Joseph C. J. Dempsey

, CFA

Managing Director

Joe Dempsey is a senior portfolio and relationship manager in CIBC Private Wealth Management’s Newport Beach office, with more than 30 years of industry experience.

Joe joined the firm in 1999 and manages individualized portfolios for private clients with a focus on competitive returns with managed risk. Prior to joining the firm, Joe brought his investment career to San Francisco in 1995 and spent four years at McCullough, Andrews & Cappiello. He worked directly with Frank Cappiello managing assets for pension funds and individual clients.

Joe spent the first eight years of his career at Atalanta Sosnoff Capital Corp., in New York City, as an equity analyst. In this role, he was primarily responsible for fundamental analysis involving on-site company visits, quantitative analysis and determination of the suitability of investment recommendations for the firm’s clients.

Joe earned a Bachelor of Science in business administration and holds the Chartered Financial Analyst® designation. He is a member of the New York Society of Security Analysts, the Security Analyst Society of San Francisco and the CFA Institute.

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


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CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

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Employee Kyle Edmonds

New York
1177 Avenue of the Americas
New York, NY 10036

PHONE NUMBER: 212-259-3800
TOLL-FREE: 800-773-3469
FAX NUMBER: 212-259-3888

Kyle D. Edmonds

, CFP®

Managing Director

Kyle Edmonds is a managing director representing CIBC Private Wealth in New York, New Jersey and Pennsylvania, with more than 20 years of industry experience. In his role, he fosters new and existing relationships with high net worth clients, family offices, foundations, endowments and key intermediaries.

Prior to joining the firm in 2003, Kyle was a registered sales associate at Deutsche Bank Alex. Brown, the private client services division of Deutsche Bank, where he worked closely with clients throughout the investment process.

He earned a Bachelor of Science in economics from Pennsylvania State University and a Master of Business Administration from New York University's Leonard N. Stern School of Business. Kyle has earned the CERTIFIED FINANCIAL PLANNER™ certification from New York University. He is also a member of the Estate Planning Council of New York.

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.

The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

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Employee Caroline Bowne

Boston
100 Federal Street, 37th Floor
Boston, MA 02110

PHONE NUMBER: 617-357-9600
TOLL-FREE: 877-614-9600
FAX NUMBER: 617-357-9602

Caroline M. Bowne

, CTFA

Senior Associate

Caroline Bowne is a senior client service associate in CIBC Private Wealth Management’s Boston office. In this role, she works closely with relationship managers to provide comprehensive client service and administration of accounts for high net worth individuals, families and foundations.

Previously, Caroline was an intern at the Maine Department of Labor, where she was responsible for creating and maintaining standard operating procedures for operating functions within the tax division.

She earned a Bachelor of Science degree in management and business from Skidmore College and holds the Certified Trust and Financial Advisor (CTFA) designation. In 2016, she was honored with the CIBC Rookie of the Year Achievers Award. 

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


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CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

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Employee Thomas McNamara, Jr.

Boston
100 Federal Street, 37th Floor
Boston, MA 02110

PHONE NUMBER: 617-357-9600
TOLL-FREE: 877-614-9600
FAX NUMBER: 617-357-9602

Thomas F. McNamara, Jr.

Senior Associate

Tom McNamara is a senior associate for CIBC Private Wealth Management’s U.S. risk management team, with 12 years of industry experience. In this role, he provides direct support to CIBC Private Wealth’s Chief Risk Officer in the management and oversight of the firm’s risk management platform, independently challenging the business and supporting various firm-wide initiatives.

Prior to his current role, Tom was a senior client service manager based in the firm’s Boston office, where he worked closely with relationship managers to provide comprehensive client service and administration of accounts for high net worth individuals, families and foundations. Before joining the firm, Tom was an operations analyst at Brown Brothers Harriman.

He earned a Bachelor of Science degree in business administration with a concentration in marketing from Le Moyne College in Syracuse, New York.

Representing CIBC Private Wealth Group, LLC.


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CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

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Employee Jeanne O'Connell

Boston
100 Federal Street, 37th Floor
Boston, MA 02110

PHONE NUMBER: 617-357-9600
TOLL-FREE: 877-614-9600
FAX NUMBER: 617-357-9602

Jeanne O'Connell

Vice President

Jeannie O'Connell is a senior client service manager in CIBC Private Wealth Management's Boston office, with more than 40 years of industry experience. In this role, she works directly with Managing Director Jeff Thomas and high net worth clients and their intermediaries by providing comprehensive client service, account administration, portfolio management, client reporting and fiduciary oversight of personal accounts and trusts.

Previously, Jeannie worked at The Boston Company. She is a graduate of the Katharine Gibbs School.

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


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CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

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Employee Jack Caldwell

San Francisco
3 Embarcadero Center, Suite 1600
San Francisco, CA 94111

PHONE NUMBER: 415-433-5844
TOLL-FREE: 800-880-9037
FAX NUMBER: 415-397-6639

Jack B. Caldwell

, CFP®

Managing Director

Jack Caldwell has more than 25 years of investment, estate, retirement and financial planning experience. He works with affluent families, individuals, endowments, institutions and intermediaries.

Prior to joining the firm in 2004, Jack was with Mellon Private Wealth Management, where he was responsible for client relationship management; focusing on affluent individuals, families and foundations.

Prior to Mellon, Jack was with Scudder Investments and was responsible for institutional investment sales and client service of ERISA plans. He worked with institutions to create investment policies and investment manager selection for Defined Contribution Plans. Prior to joining Scudder, Jack was a Financial Planner with American Express Financial Advisors.

He earned a Bachelor of Science in management from the University of Southern New Hampshire and a Master of Business Administration in Finance from Golden Gate University. He is a CERTIFIED FINANCIAL PLANNER™ professional and previously served on the Board of Directors for the San Francisco Estate Planning Council.

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.

The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

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Employee Scott Burg

Boston
100 Federal Street, 37th Floor
Boston, MA 02110

PHONE NUMBER: 617-357-9600
TOLL-FREE: 877-614-9600
FAX NUMBER: 617-357-9602

Scott M. Burg

, CFA, CAIA

Senior Vice President

Scott Burg is a senior investment analyst with more than 20 years of industry experience. He is responsible for investment manager due diligence and selection within the Multi-Manager Investment Program's traditional investments team.

In this role, Scott conducts research on external investment managers in a variety of asset classes, including long-only domestic and international equities, fixed income and alternatives.

He came to the firm from John Hancock Financial Services, where he was a director and senior investment analyst responsible for the selection, monitoring and research of asset managers and strategies utilized by the various investment platforms and funds of funds.

Scott earned a Bachelor of Arts in mathematics from HartwickCollege and holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations. He is a member of the CFA Institute, CAIA Association® and the CFA Society Boston.

Representing CIBC Private Wealth Group, LLC.

The CAIA® and Chartered Alternative Investment AnalystSM are service marks owned by the CAIA Association®.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

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Employee Aaron Newland

Newport Beach
520 Newport Center Drive
Newport Beach, CA 92660

PHONE NUMBER: 949-660-0080
TOLL-FREE: 888-773-8099
FAX NUMBER: 949-720-0042

Aaron M. Newland

, CFP®

Managing Director

Aaron M. Newland is a managing director in CIBC Private Wealth Management's Newport Beach office, with more than 25 years of experience in investment management and estate planning.

His background includes working as a vice president for First American Trust, FSB, and in the inception and management of an independent registered investment advisory business located in Long Beach, California. In these roles, he worked with individuals and owners of closely-held business entities in the areas of retirement, business succession and wealth management.

Previously, he served as a vice president with Fidelity Investments Personal Trust Services, where he worked with high net worth families to design and implement investment and estate planning strategies to meet their needs.

Aaron received a Bachelor of Science in finance from Bentley University in Waltham, Massachusetts, and holds the CERTIFIED FINANCIAL PLANNER™ professional. He was formerly on the board of directors of the Financial Planning Association of Orange County, California.

Aaron has also been involved with the Long Beach Memorial Medical Foundation and is a member of the Long Beach Estate Planning Council.

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.

The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights