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.


John S. "Jack" Markwalter Jr. | 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