Banner Newport Beach

Newport Beach

team newportbeach left

520 Newport Center Drive
Newport Beach, CA 92660

 

PHONE NUMBER: 949-660-0080

TOLL FREE: 888-773-8099

FAX NUMBER: 949-720-0042

View all CIBC Private Wealth offices

Team Newport Beach Employees List

Office Head:

Kimberly Dwan Bernatz, CFP®, AEP®, Managing Director & Office Head

Wealth Management Team:

Wendy C. Chen, Managing Director & Senior Relationship Manager

Ryan Christine Coulson, Managing Director & Senior Wealth Strategist

Joseph C.J. Dempsey, CFA, Managing Director & Senior Relationship Manager

Daniel Grady, Managing Director & Regional Manager Private Banking

Andrew J. Lang, CFA, Managing Director & Senior Relationship Manager

Aaron M. Newland, CFP®, Managing Director

Patrick R. O'Day, CFA, CAIA, Managing Director & Senior Relationship Manager

Kevin Hauri, CFA, Senior Vice President & Senior Relationshp Manager

Adam E. Jeharajah, CFA, Vice President & Relationship Manager

Tommy A. Vu, CFA, Associate Vice President & Senior Client Analyst

Martin I. Ortiz, Senior Associate & Senior Client Service Manager

Courtney M. Columbro, Senior Associate & Senior Client Service Associate

Charles Jameson, Associate