Executive team

Executive Team

Our professionals are dedicated to delivering exceptional performance and
service with an unwavering focus on you and your best interests.
Contact a CIBC Private Wealth advisor to learn more.

OPERATING COMMITTEE

John S. "Jack" MarkwalterJr. | Chief Executive Officer

Gabrielle D. Bailey | Chief Fiduciary Officer

Linda S. Beerman | Head of Wealth Strategies

Julia M. Beisel | Executive Director of Business Transformation

Robert C. Bridges | Managing Director and Portfolio Manager, Equities

Gregory B. Campbell | Chief Compliance Officer

Wayne K. DeWitt, Jr. | General Counsel

David L. Donabedian, CFA | Chief Investment Officer

Carolyn C. Donnelly | Director of Marketing and Strategic Priorities

Lisa M. Garcia | Chief Risk Officer

John P. Huber | Managing Director and Portfolio Manager, Equities

Bruce D. Katz, CFP® | Director of Strategic Alliances

Kenneth J. Kozanda | Managing Director of Middle Market M&A

Timothy J. Majer | Director of Business Management

Paul M. McPheeters, CFA | Lead Manager, Master Limited Partnerships

William Norris | Chief Investment Officer, CIBC Bank USA

Eric B. Propper, CFA | President

Sidney F. Queler | Chief Growth Officer

Daniel E. Sullivan, Jr. | Head of Private Banking, CIBC Bank USA

Diana K. Vasquez | Chief Process and Controls Officer

Scott Wilson | Chief Operating Officer

National & Office Leadership

National leaders

Rob Coulton | National Director of Practice Management

Amit Dhawan, CFA | Head of Digital Client Interface

Christopher Quinn | Co-Executive Director of CIBC Family Office

Kishore Setty, CFA Mid-Atlantic Regional Team Executive

W. Scott Thompson III, CTFA | Southeast Regional Team Executive
& Co-Executive Director of CIBC Family Office

John W. Winslow | Director of Insurance Platform Alliances

Office leaders

Kimberly Dwan Bernatz, CFP®, AEP ® | Newport Beach

H. Scott Caven, Jr. | Houston

Erin S. Dickes | Dallas

Mark E. Frazier, CFA | Austin

Brent Fykes, CFA, CFP® | Florida

Dick A. Havey, CFA | Denver

Jon E. Henderson, CFA, CIC | Chicago

Jonathan K. Kadish, CFP®, ChFC® | West Palm Beach

John Keegan, CFP® | Central U.S

Marc Keller | New York

Kenneth G. Pollard, CFA | Chicago

Thomas N. Riley, CFA | Boston

Dee Ann Schedler | Washington, D.C. and Wilmington

Steven W. Smith | Washington, D.C.

Bas Solleveld | Houston

Jeffrey S. Thomas | Boston

Richard O. Vandenberg, Jr. | San Francisco

Chris Williams | St. Louis

 

Operating Committee

 

John S.

Markwalter Jr.

Chief Executive Officer

CIBC Private Wealth Management

 

Gabrielle D.

Bailey

Chief Fiduciary Officer

 

Linda S.

Beerman

Head of Wealth Strategies

 

Julia M.

Beisel

Executive Director of Business Transformation

 

Robert C.

Bridges

Managing Director

Portfolio Manager, Equities

 

Gregory B.

Campbell

Chief Compliance Officer

 

Wayne K.

DeWitt, Jr.

General Counsel

 

David L.

Donabedian, CFA

Chief Investment Officer

 

Carolyn C.

Donnelly

Managing Director

Director of Marketing and Strategic Priorities

 

Lisa M.

Garcia

Chief Risk Officer

 

John P.

Huber

Managing Director

Portfolio Manager, Equities

 

Bruce D.

Katz, CFP®

Director of Strategic Alliances

 

Kenneth J.

Kozanda

Managing Director of Middle-Market Mergers and Acquisitions

 

Timothy J.

Majer

Managing Director

Director of Business Management

 

Paul M.

McPheeters

Lead Manager

Master Limited Partnerships

 

William

Norris

Chief Investment Officer

CIBC Bank USA

 

Eric B.

Propper, CFA

President

 

Sidney F.

Queler

Chief Growth Officer

 

Daniel E.

Sullivan Jr.

Head of Private Banking

CIBC Bank USA

 

Diana K.

Vasquez

Chief Process and Controls Officer

 

Scott

Wilson

Chief Operating Officer

Head of U.S. Capital Markets

 

National & Office Leadership

 

Kimberly Dwan

Bernatz, CFP®, AEP®

Managing Director

Newport Beach Office Head

 

H. Scott

Caven, Jr.

Managing Director

Houston Office Co-Head

 

Robert J.

Coulton, CFP®

National Director of Practice Management

 

Amit

Dhawan, CFA

Head of Digital Client Interface

 

Erin S.

Dickes

Team Executive

Dallas

 

Mark E.

Frazier, CFA

Managing Director

Austin Office Head

 

Brent

Fykes, CFA, CFP®

Managing Director

Head of Growth Strategy, Florida

 

Dick A.

Havey, CFA

Managing Director

Denver Office Head

 

Jon E.

Henderson, CFA, CIC

Managing Director

Chicago Office Co-Head

 

Jonathan K.

Kadish, CFP®, ChFC®

Managing Director

West Palm Beach Office Head

 

John

Keegan, CFP®

Managing Director

Central U.S. Regional Manager

 

Marc

Keller

Team Executive

 

Kenneth G.

Pollard, CFA

Managing Director

Chicago Office Co-Head

 

Christopher

Quinn

Co-Executive Director of CIBC Family Office

 

Thomas N.

Riley, CFA

Managing Director

Boston Office Head

 

Dee Ann

Schedler

Managing Director

Wilmington Office Head, Washington D.C. Office Co-Head

 

Kishore

Setty, CFA

Mid-Atlantic Regional Team Executive

 

Steven W.

Smith

Managing Director

Washington D.C. Office Co-Head

 

Bas

Solleveld

Managing Director

Houston Office Co-Head

 

Jeffrey S.

Thomas, CFA

Managing Director

Senior Relationship Manager

 

W. Scott

Thompson III, CTFA

Southeast Regional Team Executive

Co-Executive Director of CIBC Family Office

 

Richard O.

Vandenberg, Jr.

Managing Director

San Francisco Office Head

 

Chris

Williams

Managing Director

Midwest U.S. Regional Manager

 

John W.

Winslow, CFA

Director of Insurance Platform Alliances