Mikel Uribarren Ortiz is a financial advisor with CIBC Private Wealth Advisors, Inc. in Denver, CO, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at IWP Wealth Management LLC, Ameriprise, and Charles Schwab. Outside of finance, he worked at Good Times Frozen Custard and Auraria Library earlier in his career. CIBC Private Wealth Advisors offers investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to create customized portfolios and manages approximately $67.8 billion in assets with a focus on sophisticated investment solutions, including services for investment company clients.

Patricia Dechant is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 40 years of industry experience. She has worked at CIBC Private Wealth Advisors since 2017, previously spending time at Atlantic Trust Investment Advisors and Geneva Investment Management of Chicago. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a combination of internal teams and external managers to deliver customized portfolio management and financial planning, managing approximately $67.8 billion in assets with a focus on serving high net worth clients and offering coordinated Family Office services for complex needs.

James Mc Knight is a financial advisor at CIBC Private Wealth Advisors, Inc. based in Milwaukee, WI, with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Annex Wealth Management, Charles Schwab Bank, Charles Schwab, and B.C. Ziegler and Company. Outside of work, he serves on an advisory committee for Catholic Memorial High School and coaches a youth hockey team. CIBC Private Wealth Advisors offers investment and wealth advisory services to a wide range of clients including individuals, families, trusts, corporations, and investment companies. The firm utilizes a multi-disciplinary investment process combining internal teams and external managers to provide customized portfolio management and family office services, managing approximately $67.8 billion in assets.

Mark Pauly is a Series 66 licensed advisor with CIBC Private Wealth Advisors, Inc., based in Chicago, IL. He has 14 years of industry experience, including previous roles at Atlantic Trust Investment Advisors and Geneva Advisors. Although named as a co-owner of several LLCs, he does not receive profit or devote time to these entities. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment approach involves a combination of proprietary and external managers, supported by internal teams and committees, to offer customized portfolios, model portfolios, and managed account programs.

Bruce Katz is a CFP®-certified financial advisor with 34 years of industry experience. He has worked at CIBC Private Wealth Advisors, Inc. since 2017 and previously spent three years at Investment Advisers Inc. He maintains securities registrations including Series 63, 65, and 66. CIBC Private Wealth Advisors serves a diverse client base including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines in-house investment expertise with external managers to offer customized portfolio management, financial planning, and family office services, managing approximately $67.8 billion in assets with 175 advisors.

Richard Judd is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Atlantic Trust Investment Advisors, Gnv Advisors, LLC, and Geneva Investment Management of Chicago, LLC. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies, offering portfolio management, financial planning, and coordinated Family Office services. The firm integrates internal and external investment resources, utilizes proprietary benchmarks, and manages substantial assets relative to its advisor count.

Thomas Mcneil is a financial advisor at CIBC Private Wealth Advisors, Inc. with 15 years of industry experience and holds the Series 66 designation. His career includes roles at Brinker Capital, Orion Portfolio Solutions, Guardian Life Insurance Company, Park Avenue Securities, and CIBC World Markets Corp. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers comprehensive wealth management services and employs a structured investment process incorporating proprietary and external strategies, with notable involvement in managing assets for investment companies and maintaining a high assets-under-management per advisor ratio.

Edwin Hagerty is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has worked at CIBC Private Wealth Advisors since 2017, following previous roles at Atlantic Trust Investment Advisers Inc, Gnv Advisors, LLC, and Geneva Investment Management of Chicago, LLC. Outside of advisory work, he serves as an independent director and board member for several oil field service companies, dedicating limited time to these investment-related roles. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines proprietary and external investment strategies, utilizes an internal governance framework, and manages a notably high assets-under-management per advisor ratio relative to peers.

Keith Malooley is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, with seven years of industry experience. He holds the CFP®, CFA®, and Series 65 credentials. Prior to joining CIBC Private Wealth Advisors in 2017, he worked at Geneva Advisors, LLC from 2015 to 2017. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high-net-worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, and coordinated Family Office services, utilizing a combination of proprietary and external investment strategies.

Gregory Campbell is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He has been with CIBC Private Wealth Group, LLC since 2017 and previously worked at AT Group LLC from 2014 to 2017. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base including high net worth individuals, families, trusts, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to create customized portfolios using proprietary and external strategies, and manages a notably high asset-to-advisor ratio relative to peers.

Samuel Adams is a Series 65-licensed financial advisor with CIBC Private Wealth Advisors, Inc. in Atlanta, GA. He has three years of industry experience and has been with CIBC Private Wealth Management since 2014. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a structured investment process involving internal teams and committees to design customized portfolios and managed programs, combining proprietary and external strategies.

Adam Jeharajah is a CFA® charterholder with four years of industry experience. He has worked at CIBC Private Wealth Management since 2014. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to deliver customized portfolio management and wealth advisory services, managing approximately $67.8 billion in assets across 175 advisors.

Michael Lord is a CFP® with eight years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL. His prior roles include positions at JP Morgan Securities, LLC, JP Morgan Chase Bank NA, and CardX. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment approach integrates internal teams and committees to create customized portfolios using proprietary and external strategies, and it manages a notably high asset base per advisor compared to peers.

Matthew Scherer is a CFA® charterholder and Series 63 licensee with five years of industry experience. He is currently affiliated with CIBC Private Wealth Advisors, Inc. and has previously worked at Geneva Advisors, LLC for 16 years. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams and external managers to offer customized portfolio solutions, including options strategies and coordinated Family Office services.

Amy Green is a Certified Financial Planner® (CFP®) with 17 years of industry experience. She has been with CIBC Private Wealth Advisors, Inc. since 2010, based in Chicago, IL. CIBC Private Wealth Advisors provides investment advisory and wealth advisory services to a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to create customized portfolios, utilizing both proprietary and external strategies, and is notable for its scale and involvement with investment company clients.

Christopher Lombardo is a CFA® charterholder with five years of industry experience. He is affiliated with CIBC Private Wealth Advisors, Inc., where he has worked since 1999. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial planning, and coordinated Family Office services, supported by a collaborative investment process involving proprietary strategies and external managers.

Sean Whitney is a CFP® and CFA® with six years of industry experience. He is currently an advisor with CIBC Private Wealth Advisors, Inc. and was previously with MainStreet Investment Advisors LLC for eight years. Whitney is a partner in two LLCs that provide capital for real estate ventures but does not engage in their operations. CIBC Private Wealth Advisors offers investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal expertise and external managers to provide customized portfolio management and offers coordinated Family Office services for complex client needs.

Mark Cassell is a CFA® charterholder with 29 years of industry experience, currently serving at CIBC Private Wealth Advisors, Inc. since 2017. His prior roles include positions at Atlantic Trust Investment Advisors, Gnv Advisors, and Geneva Investment Management of Chicago. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, and investment companies. The firm utilizes a governance structure involving internal investment teams and committees to construct customized portfolios, combining proprietary and external strategies, and manages approximately $67.8 billion in assets.

William Norris is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding a Series 65 designation with two years of industry experience. He has been affiliated with CIBC Private Wealth and CIBC National Trust Company since 2010, totaling 16 years with the firm. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment process integrates an internal team, relationship managers, and governance committees to create customized portfolios using both proprietary and external strategies, and it is notable for its portfolio management services for investment company clients.

Christopher Lewis is a CFA® charterholder with 10 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc. and previously worked at Geneva Advisors, LLC for 12 years. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a comprehensive investment process involving proprietary and external strategies, discretionary and non-discretionary portfolio management, and specialized services such as Family Office support for complex needs.