West Palm Beach, Florida

West Palm Beach

View all CIBC Private Wealth offices
 

525 Okeechobee Blvd.
Suite 1630
West Palm Beach, FL 33401

 

PHONE NUMBER: 561.461.5150

FAX NUMBER: 844.238.1950


OFFICE HEAD:

Jonathan K. Kadish, CFP®, ChFC® Managing Director

WEALTH MANAGEMENT TEAM:

 

Local team:

Brent Fykes, CFA, CFP®, Head of Growth Strategy

Karolina Bednarska, Vice President

Nicole Stelzer, Vice President

Danielle D. Wallace, Senior Associate

 

These professionals also serve clients from this location:

Bradley Fincher, Managing Director

J. Scot Tyson, Managing Director

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

Robert P. McNeill, CIC, Executive Vice President

Halsey O. Schreier, Senior Vice President

Kathleen A. Birmingham, Vice President

 

Jonathan K.

Kadish, CFP®, ChFC®

Managing Director and

Office Head

 

Brent

Fykes, CFA, CFP®

Managing Director

Head of Growth Strategy

 

Bruce D.

Katz, CFP®

Managing Director

Director of Strategic Alliances

 

Robert P.

McNeill, CIC

Executive Vice President

Business Development Officer

 

Bradley

Fincher

Managing Director

 

 

J. Scot

Tyson

Managing Director

Senior Relationship Manager

 

Halsey O.

Schreier

Senior Vice President

Senior Wealth Strategist

 

Karolina

Bednarska

Vice President

Business Development Officer

 

Kathleen A.

Birmingham

Vice President

Relationship Manager

 

Nicole

Stelzer

Vice President

Associate Relationship Manager

 

Danielle D.

Wallace

Senior Associate

Senior Client Service Manager