James Barasa is a financial advisor with CIBC Private Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining CIBC in 2017, he worked at AT Investment Advisors, Inc., Gnv Advisors, LLC, and Geneva Investment Management of Chicago, LLC. 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 and governance committees to create customized portfolios using proprietary offerings and external managers, notably managing assets for several CIBC Atlas funds.

Bridgid Kyle is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL. She holds Series 63 and Series 65 designations and has 30 years of industry experience. Her 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 diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process and offers a range of services including portfolio management, financial and estate planning, manager selection, and coordinated Family Office services.

Edward Kelly Jr. is a financial advisor with CIBC Private Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Brinker Capital, Orion Portfolio Solutions, and Garden Leave. 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 team-based investment process that combines internal management, relationship management, and governance committees to create customized portfolios and managed account programs, with a notable focus on servicing investment company clients.

Eric Riak is a CFP® professional at CIBC Private Wealth Advisors, Inc. in Boston, MA, with four years of industry experience. He has been associated with CIBC Private Wealth Advisors since 1998. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers portfolio management, financial and estate planning, and coordinated Family Office services, employing an investment process that combines internal teams, external managers, and governance committees to create customized portfolios and strategies.

Robert Bridges is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 34 years of industry experience. His career includes prior roles at Atlantic Trust Investment Advisors, Gnv Advisors, Uhlmann Price Securities, and Geneva Investment Management. 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 specialized family office services. The firm employs a collaborative investment process with proprietary and external strategies, managing approximately $67.8 billion in assets with a high assets-under-management per advisor ratio.

Alexandra Fuhrmann is a CFA® charterholder with 24 years of industry experience. She has been with CIBC Private Wealth Advisors, Inc. since 2014 and is based in New York, NY. 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 an internal investment team, relationship managers, and governance committees to deliver customized portfolio management and financial planning solutions, including access to options strategies and coordinated Family Office services.

Cynthia Temple is a financial advisor at CIBC Private Wealth Advisors, Inc. with 15 years of industry experience. She holds the Series 66 designation and has worked at CIBC World Markets Corp. since 2019 and HSBC Bank USA since 1999. 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 and coordinated Family Office services through a combination of proprietary and external strategies, supported by a governance structure that includes an Investment Policy Committee and an Asset Allocation Committee.

Jessica Mckane is a financial advisor at CIBC Private Wealth Advisors, Inc. in Denver, CO, holding a Series 66 designation with 14 years of industry experience. Her prior work includes roles at CIBC World Markets Corp and various Wells Fargo entities from 2011 to 2021. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment approach combines internal expertise with external managers to create customized portfolios, offering a range of services from portfolio management to coordinated Family Office solutions.

Stephen Smith is a CFA® charterholder affiliated with CIBC Private Wealth Advisors, Inc. in Boston, MA, with 9 years of industry experience including his current role since 2021 and prior work at Wilmington Trust. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams, relationship managers, and governance committees to deliver customized portfolios, employing both proprietary and external strategies, and manages assets with a notably high advisor-to-assets ratio.

William Pearce is a financial advisor at CIBC Private Wealth Advisors, Inc. with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at LBMZ Securities, Inc. and Zacks Investment Management. CIBC Private Wealth Advisors provides investment and wealth advisory services to a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a combined approach of in-house investment teams and external managers to deliver customized portfolio management, financial and estate planning, and coordinated Family Office services.

Daniel Delany is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago since 2017. 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 diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines its internal investment team and governance committees to offer customized portfolio management and wealth advisory services, distinguishing itself with a higher assets-under-management per advisor ratio and a focus on investment company clients.

Aaron Newland is a CFP® with 30 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. since 2017. Prior to this, he worked at At Investment Advisers, Inc. for three years. CIBC Private Wealth Advisors provides investment advisory and wealth management services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a structured investment process involving internal teams and committees to create customized portfolios, combining proprietary offerings with external managers and including options strategies and structured notes.

Kelly Goalby is a financial advisor at CIBC Private Wealth Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CIBC Private Wealth Advisors since 2017. His prior experience includes roles at Atlantic Trust Investment Advisors, Gnv Advisers, and Geneva Investment Management of Chicago. CIBC Private Wealth Advisors serves a diverse client base including 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, combining proprietary and external strategies with governance from dedicated investment committees.

Michael Zeier is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL. He holds a Series 65 designation and has 11 years of industry experience, including 12 years at Investment Advisers, 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 combines internal investment teams with governance committees to create customized portfolios, offering access to proprietary and external strategies, including options hedges and structured notes.

Rogelio Duran is a CFP® and holds a Series 65 license, currently serving as a financial advisor with CIBC Private Wealth Advisors, Inc. in West Palm Beach, FL. He has six years of experience with CIBC Private Wealth Advisors. CIBC Private Wealth Advisors provides investment advisory 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 process uses internal teams and committees to create customized portfolios and offers a range of strategies including options hedges and structured notes.

Karolina Bednarska is a CFP® professional with 20 years of industry experience, currently with CIBC Private Wealth Advisors, Inc. She has worked at CIBC National Trust Company since 2017 and was previously with Atlantic Trust Company, N.A. from 2016 to 2017. 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 employs a structured investment process with internal teams and committees to create customized portfolios, blending proprietary and external strategies, and manages approximately $67.8 billion in assets with 175 advisors.

Charles Dale Jr. is a CFA® charterholder with 25 years of industry experience, currently affiliated with CIBC Private Wealth Advisors, Inc. in Chicago, IL. He has been with Stein Roe Investment Counsel, Inc. since 2004. 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 collaborative investment process that integrates proprietary and external strategies, offering customized portfolios and specialized services such as options hedging and coordinated Family Office support.

Duy Tieu is a CFA® charterholder and holds a Series 66 license, with nine years of industry experience. He has been with CIBC Private Wealth Advisors, Inc. since 2016 and previously worked at Citigroup Global Markets from 2012 to 2016. Based in San Francisco, CA, he operates within a firm of 173 advisors. CIBC Private Wealth Advisors provides investment advisory and wealth management services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a structured investment process involving internal teams and committees to create customized portfolio solutions and is notable for its higher assets under management per advisor and its involvement with investment company clients.

Brooke Bailey is a CFP® professional with experience at CIBC Private Wealth Advisors, Inc. since 2023. Prior to that, she worked at Grey Street Capital from 2021 to 2023. She holds a MS and BS in Finance from Indiana University. CIBC Private Wealth Advisors, Inc. 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 and coordinated Family Office services for complex needs.

Randy Joseph is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Atlantic Trust Investment Advisors, Gnv Advisors, LLC, and Geneva Investment Management of Chicago, LLC. Outside of his advisory work, he serves as a board member, treasurer, and director of Luster Learning Institute, which provides mindfulness training to educators globally. 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 employs a collaborative investment process involving internal teams and committees to create customized portfolios, combining proprietary and external strategies, and manages a notably high asset base per advisor.