Mark Kane is a CFP® with 15 years of industry experience, currently serving as an advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA. He previously worked at Atlantic Trust Company, N.A. from 2014 to 2017 and has been with CIBC National Trust Company since 2017. Kane serves as a board member for the American Heart Association, where he focuses on developing strategic initiatives and promoting collaborations with major partners including the NFL. 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 blends an internal team with Relationship Managers and governance committees to create customized portfolios using both proprietary and external strategies, and it manages significant assets with a notably high advisor-to-assets ratio.

Joseph Koehler is a CFP® and Series 66 registered advisor with 10 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc. and has held prior roles at firms including Apex Group, Ultimus Leverpoint, and SS&C Technologies. Outside of advisory work, he was involved with Garden For Freedom LLC from 2016 to 2020. 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, and investment companies. The firm utilizes a combination of proprietary and external investment strategies managed through committees and relationship managers, offering customized portfolios, model portfolios, and managed account programs.

Wendy Chen is a financial advisor with CIBC Private Wealth Advisors, Inc. in Newport Beach, CA. She holds a Series 65 designation and has nine years of industry experience. She has also been associated with AT Investment Advisers Inc. since 2004. CIBC Private Wealth Advisors serves a diverse 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’s investment process integrates internal teams and external managers to create customized portfolios, with a focus on high asset levels per advisor and specialized services for investment company clients.

Duc Nguyen is a financial advisor at CIBC Private Wealth Advisors, Inc. with 24 years of industry experience. He holds Series 66 and Series 65 designations and has worked at CIBC Private Wealth since 2023, following seven years at Carillon Tower Advisers, Inc. and ongoing work with Eagle Fund Distributors, Inc. since 2010. 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, manager selection, and Family Office services, employing a process that integrates internal teams and external managers to create customized investment solutions.

Chad Starkovich is a Series 65-licensed financial advisor with CIBC Private Wealth Advisors, Inc., based in Chicago, IL. He has 18 years of industry experience, including prior roles at Geneva Advisors and CIBC Private Advisers, Inc. Outside of his advisory work, he serves as a soccer referee for the Tri Cities Soccer Association. CIBC Private Wealth Advisors provides investment advisory and wealth management services to a diverse client base, including individuals, families, trusts, and investment companies. The firm combines internal investment teams with external managers and offers customized portfolio management, financial planning, and coordinated Family Office services.

Harold Graper Jr. is a CFP® and holds a Series 65 license with five years of industry experience. He has been with CIBC Private Wealth Advisors, Inc. since 2005. Based in Denver, CO, he works within a firm recognized for providing investment advisory and wealth management services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. CIBC Private Wealth Advisors combines an internal investment team with governance committees to create customized portfolios and offers access to complex strategies such as options hedging and structured notes.

Shady Jadali is a financial advisor with CIBC Private Wealth Advisors, Inc. in Washington, DC, holding a Series 65 credential and four years of industry experience. He has been with CIBC Private Wealth Management since 2013. CIBC Private Wealth Advisors offers investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a combination of internal investment teams, relationship managers, and governance committees to create customized portfolios using proprietary and external strategies, including options hedges and structured notes.

Joseph Wittels II is a CFA® charterholder with 12 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc. in Denver, CO, where he has worked since 2022. Prior to that, he held positions at Bank of the West and JPMorgan Securities LLC. 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 offers customized portfolio management, financial and estate planning, and coordinated Family Office services, supported by a combined internal investment team and external managers.

Thomas Walsh is a CFA® charterholder with 13 years at CIBC Private Wealth Management and four years of industry experience. He serves as Treasurer for Tribal Lacrosse, a charitable organization, where he manages financial responsibilities. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including individuals, families, trusts, and investment companies. The firm combines internal investment teams with external managers and employs a governance structure to create customized portfolios, serving notable clients and managing significant assets relative to its advisor headcount.

Mark Gudaitis is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA, where he has worked since 2008. He holds Series 63 and Series 65 licenses. CIBC Private Wealth Advisors provides investment and wealth advisory services to 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 portfolio management, financial planning, and coordinated Family Office services, managing approximately $67.8 billion in assets across 175 advisors.

John Switchenko is a CFP® professional with four years of industry experience, currently serving at CIBC Private Wealth Advisors, Inc. in Boston, where he has been employed since 2012. 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 involves an internal team and committees to build customized portfolios, utilizing both proprietary and external managers, and offers a range of strategies including options hedging and structured notes.

Connor Mc Garvey is a financial advisor at CIBC Private Wealth Advisors, Inc. in Dallas, TX, with five years of industry experience. He holds a Series 65 designation and has prior experience at Altschuler & Company, Southern Methodist University, and the Dallas County District Attorney's office. 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 offer customized portfolios and managed account programs, combining proprietary and external strategies across a broad range of asset classes.

Daniel Silver is a CFA® charterholder with five years of industry experience. He has been with CIBC Private Wealth Advisors, Inc. for 15 years. CIBC Private Wealth Advisors offers investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment process incorporates proprietary and external strategies, including options hedges and structured notes, and serves a client base notable for its engagement with investment company portfolios and customized account management.

Heather Johnson is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL. She holds Series 63, Series 65, and Series 66 licenses and has 28 years of industry experience. Her prior roles include positions at Ausdal Financial Partners, Inc. and CIBC Bank USA. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management and planning services through an investment process involving internal teams and committees, and manages a significant asset base with a high assets-under-management per advisor ratio.

Kimberly Dwan Bernatz is a CFP® with 16 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. since 2018. Prior to joining CIBC, she worked for 17 years at First American Trust. CIBC Private Wealth Advisors provides comprehensive investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams with governance committees to create customized portfolios, including proprietary strategies and access to complex products such as options and structured notes.

Beth Mayfield is a financial advisor at CIBC Private Wealth Advisors, Inc. in Atlanta, GA, holding a Series 65 credential with eight years at CIBC and a prior four years at Greenberg Traurig. She has three years of industry experience as a financial advisor. Outside of her advisory role, she works as an independent contractor with Isagenix, a nutritional online company. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm provides comprehensive wealth advisory and portfolio management services, employing a combination of proprietary and external strategies overseen by dedicated investment committees.

Timothy Musial is a CFA® charterholder with nine years at CIBC Private Wealth Advisors and a total of 15 years of industry experience, including six years at Geneva Advisors. He is based in Chicago, IL. CIBC Private Wealth Advisors serves a diverse client base such as 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, combining internal and external resources to deliver tailored investment solutions.

Meredith Derham is a Series 66-licensed advisor with CIBC Private Wealth Advisors, Inc. in New York, NY. She has four years of industry experience and has been with CIBC Private Wealth Advisors for 22 years. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, and investment companies, offering customized portfolio management, financial and estate planning, and coordinated Family Office services. The firm’s investment process combines internal teams and committees to deliver tailored strategies using both proprietary and external managers, managing approximately $67.8 billion in assets.

Amit Dhawan is a CFA® charterholder with 22 years of industry experience. He has worked at CIBC Private Wealth Advisors, Inc. since 2017 and previously held roles at Atlantic Trust Investment Advisors, Gnv Advisors, and Geneva Investment Management of Chicago. Located in Chicago, IL, he holds a Series 63 license. CIBC Private Wealth Advisors serves a wide range of clients, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers portfolio management, financial and estate planning, and Family Office services, combining proprietary strategies and external managers within a governance structure involving investment committees.

Robert Johnson is a financial advisor at CIBC Private Wealth Advisors, Inc. with 22 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Thornhill Securities, WealthForge, Realized Holdings, Kestra Financial, and Infinex Investments. 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 expertise and external managers to deliver customized portfolio management, financial planning, and specialized strategies such as options hedges and structured notes.