Nicole Granger is a Series 65-licensed financial advisor with CIBC Private Wealth Advisors, Inc. in Austin, TX. She has been with CIBC Private Wealth Management since 2015 and has four years of industry experience. 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, financial and estate planning, and coordinated Family Office services, utilizing a combination of proprietary offerings and external managers within a structured governance framework.

Tina Frey is a CFP®-credentialed financial advisor with 42 years of industry experience, currently with CIBC Private Wealth Advisors, Inc. in Chicago, IL. She has worked at the firm since 2017, following roles at Atlantic Trust Investment Advisors, Gnv Advisors, LLC, and Geneva Investment Management of Chicago, LLC. 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 combines internal investment teams, relationship managers, and governance committees to deliver customized portfolio management solutions, utilizing a mix of proprietary and external strategies.

John Huber is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Atlantic Trust Investment Advisors Inc, Gnv Advisors, LLC, and Geneva Investment Management 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 internal investment teams, relationship managers, and governance committees to deliver customized portfolio management and wealth advisory services, offering both proprietary and external strategies, including options hedges and structured notes.

Richard Mullaney is a CFP® with eight years of industry experience, currently serving at CIBC Private Wealth Advisors, Inc. in Boston, MA. His prior experience includes roles at SVB Private and Boston Private Wealth LLC. 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 combines an internal investment team with governance committees to deliver customized portfolio management, including access to options strategies and coordinated Family Office services for complex needs.

David Pisarkiewicz Jr. is a Series 65-licensed financial advisor with CIBC Private Wealth Advisors, Inc. in St. Louis, MO, with 7 years of industry experience. He has worked with Private Wealth Advisors at CIBC Bank USA since 2012 and with Marshall & Ilsley Trust Company since 2004. 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 and estate planning, philanthropic advisory services, and coordinated Family Office services, utilizing a combination of proprietary and external investment strategies.

Elizabeth Kallenbach is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding a Series 65 license with 11 years of industry experience. She has been with CIBC Private Wealth since 2015. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment process integrates internal teams and external managers to offer customized portfolios, including options strategies and coordinated Family Office services, managing approximately $67.8 billion in assets.

Michael Miller is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding a Series 65 designation. He has nine years of industry experience, having worked at CIBC Wood Gundy – CIBC Private Wealth since 2017 and previously at Scotia McLeod from 2013 to 2017. 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 and committees to create customized portfolios and managed account programs, managing approximately $67.8 billion in assets across 175 advisors.

Paul Fortin is a Series 65-licensed financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA, with seven years of industry experience. Prior to joining CIBC Private Wealth Advisors in 2023, he worked at SVB Wealth LLC and Boston Private Wealth LLC. 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 collaborative investment approach involving an internal team, Relationship Managers, and governance committees to deliver customized portfolio solutions, combining proprietary products and external managers.

Kyle Edmonds is a financial advisor with CIBC Private Wealth Advisors, Inc. He holds the CFP® designation and securities licenses Series 63, 65, and 66, and has 18 years of industry experience. Prior to joining CIBC Private Wealth Advisors in 2017, he was with Investment Advisers Inc. for three years. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies, offering portfolio management and wealth advisory services. The firm’s investment process integrates in-house teams and external managers to create customized portfolios, and its size and involvement with investment companies distinguish it within the enterprise category.

Clark Jorgensen is a CFA® charterholder and holds a Series 65 license. He currently works at CIBC Private Wealth Advisors, Inc. and has 14 years of industry experience, including 13 years at BMO prior to joining CIBC Private Wealth. Based in San Francisco, he began his tenure with CIBC in 2026. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers a range of services such as portfolio management, financial and estate planning, and coordinated Family Office services, utilizing a combination of proprietary and external investment strategies overseen by internal committees.

Peter Fleming III is a financial advisor at CIBC Private Wealth Advisors, Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials with 18 years of industry experience. His prior work includes extensive tenures at M HOLDINGS SECURITIES, Inc. and Winged Keel Group. 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 comprehensive investment process featuring internal and external managers, customized portfolios, and strategies incorporating options and structured notes, distinguishing itself by managing a high assets-under-management per advisor ratio and serving as adviser to several investment company clients.

Patrick O’day is a CFA® charterholder and Series 63 license holder with seven years of industry experience. He has been with CIBC Private Wealth Management since 2015 and is based in Newport Beach, CA. 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, comprehensive wealth advisory services, and coordinated Family Office solutions, leveraging an internal investment team and governance committees to create customized investment strategies.

Robert Coulton is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding a Series 65 credential and 22 years of industry experience. He has been with CIBC Private Wealth Advisors since 2017, with prior roles at Atlantic Trust Investment Advisors, Geneva Investment Management of Chicago, and Gnv Advisors. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines in-house investment teams, relationship managers, and governance committees to deliver customized portfolio management and family office services, managing approximately $67.8 billion in assets with a focus on both proprietary and external strategies.