Michael Leist is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL. He holds a Series 66 designation and has 14 years of industry experience. His career includes roles at Geneva Advisors, LLC and Atlantic Trust Investment Advisors prior to joining CIBC in 2017. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a structured investment process that integrates internal teams and external managers to offer customized portfolio management, financial planning, and coordinated Family Office services.

Duncan Edwards is a CFP® professional with 4 years of industry experience based in Atlanta, GA. He has worked at CIBC Private Wealth Advisors, Inc. for 19 years. 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 an internal investment team with governance committees to create customized portfolios, utilizing both proprietary and external strategies, and manages approximately $67.8 billion in assets.

William Parker is a financial advisor at CIBC Private Wealth Advisors, Inc. with seven years of industry experience. He previously worked at Fiducient Advisors LLC for 12 years before joining CIBC Private Wealth Advisors in 2024. He holds Series 63 and Series 65 licenses. 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 collaborative investment process featuring internal teams and committees to create customized portfolios using both proprietary and external strategies, distinguishing itself through its scale and involvement with investment company clientele.

Daniel Brady is a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA. He holds the CFP®, CFA®, and Series 63 designations and has six years of industry experience. His prior roles include positions at Northern Lights Distributors, Pinnacle Family Advisors, TrendRATING S.A., and MFS Investment Management. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, manager selection, and coordinated Family Office services, combining proprietary and external strategies with governance from dedicated committees.

Jon Tyson is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Atlantic Trust Investment Advisors, Gnv Advisors, LLC, and Geneva Investment Management of Chicago, LLC. Tyson has been with CIBC Private Wealth Advisors since 2017. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a disciplined investment process involving an internal team, relationship managers, and committees to create customized portfolios, utilizing both proprietary and external strategies, including options hedges and structured notes.

Antony Khalilov is a CFA® charterholder and holds Series 63 and Series 65 licenses with seven years of experience in the financial industry. He is currently with CIBC Private Wealth Advisors, Inc. and has prior experience at firms including Focus Financial Partners, Goldman Sachs, and BMO Capital Markets. 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 emphasizes a collaborative investment process involving an internal team and committees to create customized portfolios and managed account programs, with a notable focus on managing assets for investment company clients.

Jordan Sheiner is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL. He has been with CIBC Private Wealth Management since 2017 and previously worked at Geneva Advisors, LLC. CIBC Private Wealth Advisors offers investment advisory and wealth management services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines proprietary and external management with a governance structure to deliver customized portfolios and manages approximately $67.8 billion in assets with 175 advisors.

Jon Henderson is a CFA® charterholder with 25 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. since 2018. Prior to joining CIBC, he worked at Atlantic Trust for 13 years. He is a Co-Trustee of several Horton Trusts, including Family Trusts and Charitable Remainder Trusts, a role he has held since 2011. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers a comprehensive investment process involving internal teams and committees, delivering customized portfolios and specialized strategies, and manages approximately $67.8 billion in assets with 175 advisors.

Amanda Marsted is a financial advisor with CIBC Private Wealth Advisors, Inc. in New York, NY. She holds Series 65 and Series 63 licenses and has five years of industry experience, having been with CIBC Private Wealth since 2014. She serves as a Co-Trustee for the Sarah Blodgett Dunbar Trust. CIBC Private Wealth Advisors provides investment advisory and wealth management services to a wide range of clients, including high net worth individuals, families, trusts, and investment companies. The firm combines internal investment teams and external managers to create customized portfolios and offers coordinated Family Office services for complex client needs.

Scott Newhall is a financial advisor at CIBC Private Wealth Advisors, Inc. based in Chicago, IL. He holds the CFP®, CFA®, and Series 63 designations and has 23 years of industry experience. Before joining CIBC Private Wealth in 2024, he worked at Corient Services LLC and Segall Bryant & Hamill, LLC. 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 combines an internal investment team, relationship managers, and governance committees to deliver customized portfolios using both proprietary and external strategies, including options hedges and structured notes.

Pamela Lent is a CFA® charterholder with 25 years of industry experience. She is currently with CIBC Private Wealth Advisors, Inc., where she has worked since 2019, following 13 years at Lowenhaupt Global Advisors, LLC. Pamela holds Series 63 and Series 65 licenses and is based in St. Louis, MO. 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 combines internal investment teams with governance committees to deliver customized portfolio management, financial planning, and family office services, managing approximately $67.8 billion in assets.

Raschard Mc Kinney is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. He previously worked at JP Morgan for six years. He is the founder of two small businesses: 8th & McKinney LLC, which assists small businesses with business plan writing, and Web & Wonder LLC, a retailer of video game and computer accessories. 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 manages customized portfolios through a combination of proprietary and external strategies, supported by an internal investment team and governance committees.

Marc Keller is a financial advisor with CIBC Private Wealth Advisors, Inc. in New York, NY, holding a Series 63 designation and bringing 36 years of industry experience. He has been with CIBC Private Wealth Advisors since 2004 and serves on the board of Cristcot LLC beginning in 2025. He is also a trustee and Chair of the Finance Committee for the Belmont Backstretch Pension Fund and serves as trustee for several revocable and family trusts. CIBC Private Wealth Advisors offers investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with relationship managers and governance committees to create customized portfolios, utilizing both proprietary and external strategies, including options hedges and structured notes.

Jeffrey Bell is a financial advisor with CIBC Private Wealth Advisors, Inc. and holds a Series 65 designation. He has 31 years of industry experience, having worked at CIBC Wood Gundy - Private Wealth Group since 1995. CIBC Private Wealth Advisors provides investment advisory and wealth management services to a diverse client base, including high net worth individuals, families, trusts, and investment companies. The firm’s investment approach integrates proprietary and external solutions with governance from dedicated committees to deliver customized portfolios and specialized strategies.

Zachary Neward is a CFP®, CFA®, and Series 66 credentialed advisor with 19 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc., having joined from Sanford C. Bernstein where he worked for 17 years. Based in Tampa, FL, Neward brings extensive experience from his prior roles in large wealth management firms. CIBC Private Wealth Advisors offers investment advisory and wealth management services to a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment process integrates internal teams, relationship managers, and governance committees to create customized portfolios using proprietary and external strategies, including options and structured notes.

Gordon Scott is a CFA® charterholder and holds a Series 66 license with 26 years of industry experience. He has worked at CIBC Private Wealth Advisors, Inc. since 2017 and was previously with Geneva Advisors, LLC from 2014 to 2017. He is based in Chicago, IL. 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 utilizes an investment process involving internal teams and governance committees to construct customized portfolios and managed account programs, distinguished by its relatively high assets under management per advisor and its work with investment company clients.

Cary Chapman is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He is based in Denver, CO, and has worked at CIBC Private Wealth Management since 2005. Prior to that, he held roles at Rocky Mountain Wealth Advisors, Curian Capital, and Prima Capital Management. 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 offers portfolio management, financial and estate planning, philanthropy advisory, and Family Office services, employing a customized investment approach supported by internal teams and committees.

Vicken Ekmekjian is a CFA® charterholder and Series 63 licensee with 21 years of industry experience. He has worked at Stein Roe Investment Counsel, Inc. since 2009. Ekmekjian is based in San Francisco, CA and is currently with CIBC Private Wealth Advisors, Inc. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial planning, and access to advanced strategies, supported by an internal investment team and governance committees.

Kishore Setty is a CFA® charterholder affiliated with CIBC Private Wealth Advisors, Inc. in New York, NY, where he has 12 years of experience. He has served at CIBC Private Wealth Advisors since 2014. He is also a trustee for the Freygang Trust. 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 internal investment expertise with relationship management and governance committees to deliver customized portfolio solutions, managing approximately $67.8 billion in assets across 175 advisors.

Kenneth Pollard is a CFA® charterholder with 25 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. since 2012. He holds Series 63 and Series 65 licenses and is based in Chicago, IL. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse clientele, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with various committees to deliver customized portfolio management and coordinated Family Office services, managing approximately $67.8 billion in assets with 175 advisors.