Tampa, Florida

Tampa

View all CIBC Private Wealth offices

 

100 North Tampa Street, Suite 1645
Tampa, FL 33602 

PHONE NUMBER: 561 515-6043


Office Head:

Jonathan K. Kadish, CFP®, ChFC®, Managing Director

Wealth Management Team:

 

Primary local contact:

Bradley Fincher, Managing Director

 

These professionals also serve clients from this location:

Brent Fykes, CFA, CFP®, Head of Growth Strategy

Michael E. Mortell, CFP®, Managing Director

Randy M. Joseph, Senior Vice President

Keith R. Malooley, CFP®, CFA, Senior Vice President

Kathleen A. Birmingham, Vice President

Halsey O. Schreier, Senior Vice President

Nicole Stelzer, Vice President

Danielle D. Wallace, Senior Associate

 

Jonathan K.

Kadish

CFP®, ChFC®

Managing Director

 

Bradley

Fincher

Managing Director

 

 

Brent

Fykes, CFA, CFP®

Managing Director

Head of Growth Strategy

 

Michael E

Mortell, CFP®

Managing Director

Senior Relationship Manager

 

Randy M.

Joseph

Senior Vice President

Relationship Manager

 

Keith R.

Malooley, CFP®, CFA

Senior Vice President

Relationship Manager

 

Kathleen A.

Birmingham

Vice President

Relationship Manager

 

Nicole

Stelzer

Vice President

Associate Relationship Manager

 

Danielle D.

Wallace

Senior Associate

Senior Client Service Manager