Newport Beach, California

Newport Beach

View all CIBC Private Wealth offices
 

520 Newport Center Drive
Newport Beach, CA 92660

 

PHONE NUMBER: 949 660-0080

TOLL FREE: 888 773-8099

FAX NUMBER: 949 720-0042


Office Head:

Kimberly Dwan Bernatz, CFP®, AEP®, Managing Director

Wealth Management Team:

Joseph C.J. Dempsey, CFA, Managing Director

Andrew J. Lang, CFA, Managing Director

Aaron M. Newland, CFP®, Managing Director

Wendy C. Chen, Senior Vice President

Patrick R. O'Day, CFA, CAIA, Senior Vice President

Adam E. Jeharajah, CFA, Associate Vice President

Martin I. Ortiz, Senior Associate

Courtney M. Columbro, Associate

Tommy A. Vu, Associate

Firm Leaders:

Bart Zino, Senior Associate, Marketing

 

Kimberly Dwan

Bernatz, CFP®, AEP®

Managing Director and

Office Head

 

Joseph C.J.

Dempsey, CFA

Managing Director

Senior Relationship Manager

 

Andrew J.

Lang, CFA

Managing Director

Senior Relationship Manager

 

Aaron M.

Newland, CFP®

Managing Director

Business Development Officer

 

Wendy C.

Chen

Senior Vice President

Relationship Manager

 

Patrick R.

O'Day, CFA, CAIA

Senior Vice President

Senior Relationship Manager

 

Adam E.

Jeharajah, CFA

Associate Vice President

Associate Relationship Manager

 

Martin I.

Ortiz

Senior Associate

Senior Client Service Manager

 

Courtney M.

Columbro

Associate

Client Service Associate

 

Tommy A.

Vu

Associate

Client Analyst

 

Bart

Zino

Senior Associate

Senior Marketing Specialist