Our Wealth Strategies Experts
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.
Wealth strategists
Linda S. Beerman, Head of Wealth Strategies
Theresa M.H. Marx, Managing Director & Senior Wealth Strategist
Beth McRae Mayfield, Managing Director & Senior Wealth Strategist
Rebecca W. Milliman, Managing Director & Senior Wealth Strategist
Elizabeth Nichols, Managing Director & Senior Wealth Strategist
Amanda B. Regnier, Managing Director & Senior Wealth Strategist
Halsey O. Schreier, Managing Director & Senior Wealth Strategist
Judith A. Saxe, AEP®, CAP®, Director of Research and Education
Leslie S. Kehoe, Senior Vice President & Senior Wealth Strategist
Caroline B. McKay, Senior Vice President & Senior Wealth Strategist
Keri Pankow, Senior Vice President & Senior Wealth Strategist
Daniel Blaustein, CFP®, Vice President