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120 S. LaSalle Street
Chicago, IL 60603
Rosemarie is the corporate retirement services group leader for CIBC Private Wealth Management, with more than 35 years of financial industry experience. In this role, she is responsible for providing consulting, investment advisory and custodial services to qualified and non-qualified retirement plans.
Prior to joining the firm, Rosemarie was a managing director with Verisight, where she was part of a leadership team focused on driving retirement solutions for clients. Previously, she was the partner in charge of the national retirement practice at Altschuler, Melvoin & Glasser and American Express Tax and Business Services (now RSM McGladrey).
Rosemarie is nationally known in the retirement industry, having spoken at numerous industry conferences, and is a founding lecturer for the UCLA-sponsored Retirement Advisor University—a program specifically designed for professionals in the retirement industry.
She has served on the board of directors for the DePaul University Institute for Business and Professional Ethics and is a volunteer at Waterleaf Women’s Center and Step Up for Women. Rosemarie is also an active member of the Chicago Finance Exchange, an organization dedicated to executive women in finance and the advancement of financial literacy throughout Chicagoland; a member of the Government Affairs Committee of the American Society of Pension Professionals & Actuaries; and a member of the Communications Committee for the National Women in Pensions organization.
Rosemarie received a Bachelor of Science degree in marketing from DePaul University. Additionally, she holds the Accredited Investment Fiduciary®, Enrolled Retirement Plan Agent and Qualified Pension Administrator designations and is a Certified 401(k) Professional.
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