Wealth Strategies Group

Wealth Strategies Group

Working with your relationship manager, private banker and other advisors—accountants and attorneys—we move your plan from where it is today to where you want it to be in the future.
Contact a CIBC Private Wealth advisor to learn more about our wealth strategies approach.

 

Linda S. Beerman, Head of Wealth Strategies

Ryan Christine Coulson, Managing Director

Joshua S. Miller, CFP®, Managing Director

Rebecca W. Milliman, Managing Director

Judith A. Saxe, AEP®, Director of Research and Education

Catherine L. Schnaubelt, Managing Director

Theresa M.H. Marx, Senior Vice President

Halsey O. Schreier, Senior Vice President

Amanda B. Regnier, Vice President

Michelle M. Lum, Senior Associate

 

Linda S.

Beerman

Head of Wealth Strategies

 

Ryan C.

Coulson

Managing Director

Senior Wealth Strategist

 

Beth McRae

Mayfield

Managing Director

Senior Wealth Strategist

 

Joshua S.

Miller, CFP®

Managing Director

Senior Wealth Strategist

 

Rebecca

Milliman

Managing Director

Senior Wealth Strategist

 

Judith A.

Saxe, AEP®

Managing Director

Director of Research and Education

 

Catherine L.

Schnaubelt

Managing Director

Senior Wealth Strategist

 

Theresa M.H.

Marx

Senior Vice President

Senior Wealth Strategist

 

Halsey O.

Schreier

Senior Vice President

Wealth Strategist

 

Amanda B.

Regnier

Vice President

Senior Wealth Strategist

 

Michelle M.

Lum

Senior Associate

Wealth Strategies Analyst