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

 

Halsey O.

Schreier

Senior Vice President

Senior Wealth Strategist

 

Nicole

Stelzer

Vice President

Associate Relationship Manager

 

Danielle D.

Wallace

Senior Associate

Senior Client Service Manager