Tampa, Florida


View all CIBC Private Wealth offices


100 North Tampa Street, Suite 1645
Tampa, FL 33602 

PHONE NUMBER: 813-499-0205

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

Danielle D. Wallace, Senior Associate


Jonathan K.

Kadish, CFP®, ChFC®

Managing Director





Managing Director




Fykes, CFA, CFP®

Managing Director

Head of Growth Strategy


Michael E

Mortell, CFP®

Managing Director

Senior Relationship Manager


Randy M.


Senior Vice President

Relationship Manager


Keith R.

Malooley, CFP®, CFA

Senior Vice President

Relationship Manager


Kathleen A.


Vice President

Relationship Manager


Halsey O.


Senior Vice President

Senior Wealth Strategist


Danielle D.


Senior Associate

Senior Client Service Manager