Office head:

Kishore Setty, CFA®, Managing Director & President of CIBC Private Wealth Advisors, Head of East Region

Team executive:

Marc Keller, Managing Director & Senior Relationship Manager

Wealth management team

Gregory Botshon, Managing Director & Senior Private Banker

Luke A. Davis, Managing Director & Senior Relationship Manager

Kyle D. Edmonds, CFP^®, Managing Director & Head of East Region for Business Development

Alexandra L. Fuhrmann, CFA®, Managing Director & Senior Relationship Manager

John Hoag, Managing Director & Senior Relationship Manager

Edward Kelly,  CPWA®, AIF®, BFA™, Managing Director & Head of AssetMark Distribution

Craig H. Lambdin, CFA, CIC, Managing Director & Senior Relationship and Portfolio Manager

Deborah (Debi) Larrison, Managing Director & Senior Director of Portfolio Oversight and Diversified Client Delivery

Christopher Lombardo, CFA®, Managing Director & Senior Relationship Manager

Amanda G. Marsted, Managing Director & Senior Relationship and Portfolio Manager

Sherry Monroe, Managing Director & Senior Client Service Manager 

Amanda B. Regnier, Managing Director & Director of Financial Planning 

Halsey O. Schreier, Managing Director & Senior Wealth Strategist

Daniel J. Silver, CFA®, Managing Director & Senior Relationship Manager

Cynthia Temple, Managing Director & Private Banking Advisor

Patricia Tiralongo, CFA®, Managing Director & Institutional Business Developer

Pamela Lent, Senior Relationship Manager

Jenny Cheung, CTFA, Senior Vice President & Senior Client Service Manager

Angela Hsieh, Senior Vice President & Senior Client Service Manager

Jason McCormack, Senior Vice President & Family Office Executive

Tom McNeil, CIMA®, Senior Vice President & Business Development Officer

Nick Ostezan, CAIA, Senior Vice President & Client Service Manager

Maria C. Rispoli, Senior Vice President & Senior Client Service Manager 

Cintia Torres, CTFA, Senior Vice President & Senior Client Service Manager 

Josh Davis, Vice President & Business Development Officer

Meredith B. de Rham, Vice President & Associate Relationship Manager

Christine Fernandez, CFA, Vice President & Relationship Manager

Anna E. Giannopapas, Vice President & Client Service Manager

Tony Khalilov, CFA, Vice President, Relationship Manager & Inorganic Growth Initiatives

Margaret S. Sueme, Vice President & Senior Client Service Manager

Ardijana Muminovic, Associate Vice President & Client Service Manager

Grace Tulskie, Associate Vice President & Family Office Specialist

Nathaniel Baronowski, Senior Associate & Senior Client Service Associate

Drew Convery, Senior Associate & Client Service Manager

Daylan Jhin, Senior Associate & Senior Client Service Associate

Lashimmedee Somerville, Senior Associate & Senior Client Service Associate

Spencer Taylor, Senior Associate & Senior Client Service Associate

Nina Biancamano, Business Development Coordinator

Matthew J. Bracco, Associate & Client Service Associate

Tyler Edelman, Associate & Client Service Associate

Griffin Pollard, Officer & Private Banker

Michael A. Araujo II, Associate & Client Service Associate

Investment team

Rebecca Babin, Managing Director & Senior Equity Trader 

Charles R. Devaney, Managing Director & Head of Investment Oversight and Implementation

Adam R. Karpf, CFA®, Managing Director & Portfolio Manager

Chris Moorhead, CIPM, Senior Vice President & Director,  Investment Services

Firm leaders