Executive Team

Under the leadership of Jack Markwalter, Chairman and Chief Executive Officer, CIBC Atlantic Trust's team of senior executives brings together industry veterans with extensive experience across a variety of wealth management disciplines.

Chief Executives

John S. Markwalter, Jr., Chairman and CEO

David L. Donabedian, CFA, Chief Investment Officer

Firm Leaders:

Linda S. Beerman, Head of Wealth Strategies

Julia M. Beisel, Director of Client Service Administration

Carolyn C. Donnelly, Director of Marketing and
Strategic Priorities

Mark E. Frazier, CFA, Austin Office Head

Brent Fykes, CFA, CFP^®, West Palm Beach Office Head

Jon E. Henderson, CFA, CIC, Chicago Office Co-Head

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

Marc Keller, Team Executive

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

Kenneth G. Pollard, CFA, Chicago Office Co-Head

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

Kishore Setty, CFA, New York Office Head

Steven W. Smith, Washington, D.C. Office Co-Head

Jeffrey S. Thomas, Managing Director

W. Scott Thompson III, CTFA, Atlanta Office Head

John W. Winslow, Dallas Office Head