Luke Davis is a financial advisor at CIBC Private Wealth Advisors, Inc. in New York, NY, with 7 years of industry experience. He holds Series 63 and Series 66 licenses and has been with CIBC Private Wealth Advisors since 2012. CIBC Private Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans with investment and wealth advisory services. The firm offers discretionary portfolio management and tailored asset-allocation models supported by a centralized trading desk and integrates banking and trust services through its parent company, CIBC.

Craig Lambdin is a CFA® charterholder with over 26 years of experience in the financial industry. He has worked with CIBC Private Wealth Management since 1995. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers discretionary portfolio management and tailored asset-allocation solutions, leveraging its integration with CIBC’s banking and trust services.

John Hoag is a Series 65-licensed financial advisor at CIBC Private Wealth Advisors, Inc. in New York, NY, with four years of industry experience. He previously worked at Glenmede Trust Company from 2016 to 2019 before joining CIBC Private Wealth in 2019. CIBC Private Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans with investment and wealth advisory services. The firm combines discretionary portfolio management and tailored asset-allocation models with integration into the CIBC banking and trust group to provide banking, lending, and structured product services.

Bruce Katz is a financial advisor with CIBC Private Wealth Advisors, Inc. in New York, NY. He holds the CFP® designation along with Series 63, 65, and 66 licenses and has 34 years of industry experience. Prior to joining CIBC Private Wealth Advisors in 2017, he worked at Investment Advisers Inc from 2014 to 2017. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers discretionary portfolio management and tailored asset-allocation models supported by an investment governance framework, leveraging its integration with CIBC’s banking and trust group to provide additional banking, lending, and structured product solutions.

Thomas Mcneil is a financial advisor at CIBC Private Wealth Advisors, Inc. He holds a Series 66 designation and has 14 years of industry experience. His prior work experience includes roles at Park Avenue Securities, Guardian Life Insurance Company, Orion Portfolio Solutions, and Brinker Capital. CIBC Private Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans with investment and wealth advisory services. The firm offers discretionary portfolio management, access to proprietary strategies, and coordinates family office and administrative services, distinguishing itself through integration with CIBC’s banking and trust group.

Christopher Lombardo is a CFA® charterholder with four years of industry experience. He is currently affiliated with CIBC Private Wealth Advisors, Inc. in New York, where he has been since 1999. CIBC Private Wealth Advisors serves high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans with investment and wealth advisory services. The firm offers discretionary portfolio management and tailored asset-allocation models, leveraging its integration with CIBC’s banking and trust group to provide additional financial services and family office solutions.

Antony Khalilov is a CFA® charterholder with seven years of industry experience. He is currently a financial advisor at CIBC Private Wealth Advisors, Inc., having previously worked at Focus Financial Partners, Goldman Sachs, and BMO Capital Markets. CIBC Private Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans with investment and wealth advisory services. The firm uses a structured investment governance framework and offers tailored asset-allocation models, discretionary portfolio management, and access to proprietary equity and fixed income strategies.

Amanda Marsted is a financial advisor with CIBC Private Wealth Advisors, Inc. in New York, NY, holding Series 63 and Series 65 designations and has four years of industry experience. She has been with CIBC Private Wealth since 2014. Marsted serves as a Co-Trustee for the Sarah Blodgett Dunbar Trust. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers discretionary portfolio management, model and SMA managed accounts, and access to proprietary strategies, supported by a dedicated relationship management and investment governance framework. Its integration with CIBC’s banking and trust group allows access to banking products, lending, and structured offerings, as well as a family office service for very large clients.

Marc Keller is a financial advisor with CIBC Private Wealth Advisors, Inc. in New York, NY, holding a Series 63 designation and 36 years of industry experience. He has been with CIBC Private Wealth Advisors since 2004. Keller serves on the board of Cristcot LLC beginning in 2025 and is Trustee and Chair of the Finance Committee for the Belmont Backstretch Pension Fund, a role he has held since 1992. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a relationship management and investment governance framework to deliver tailored asset allocation and portfolio management, and benefits from integration with CIBC’s banking and trust services.

Kishore Setty is a CFA® charterholder with 12 years of experience at CIBC Private Wealth Advisors, Inc. in New York, NY. He has served the firm since 2014. Setty is a trustee for the Freygang Trust. CIBC Private Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans with investment and wealth advisory services. The firm offers discretionary portfolio management, model and SMA managed accounts, proprietary equity and fixed income strategies, and can coordinate family office and administrative services. Its integration with CIBC’s banking and trust group provides access to banking products and lending solutions, and it maintains governance through dedicated Relationship Managers and investment committees.

Christine Fernandez is a CFA® charterholder with 10 years of industry experience. She currently works at CIBC Private Wealth Advisors, Inc. and has prior experience at BlackRock Investments, Edward Jones, and Raymond James And Associates. Outside of her advisory role, she assists with financial modeling and reporting for Ante Diem LLC. CIBC Private Wealth Advisors serves a diverse client base including high-net-worth individuals, families, trusts, and corporations, offering discretionary portfolio management and tailored wealth advisory services. The firm integrates dedicated relationship management with a structured investment governance framework and leverages its affiliation with the CIBC banking and trust group to provide specialized products and family office services.

Daniel Silver is a CFA® charterholder with 15 years at CIBC Private Wealth Advisors, Inc. He is based in New York, NY, and has 4 years of industry experience. CIBC Private Wealth Advisors serves high-net-worth individuals, families, trusts, and institutional clients with discretionary portfolio management, model and SMA account programs, and access to proprietary equity and fixed income strategies. The firm is integrated with CIBC’s banking and trust group, providing a range of wealth advisory services including family office coordination and structured product offerings.

Meredith Derham is a financial advisor with CIBC Private Wealth Advisors, Inc. in New York, NY, holding a Series 66 designation and four years of industry experience. She has been with CIBC Private Wealth Advisors since 2004. CIBC Private Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment advisory and wealth management services. The firm provides discretionary portfolio management, managed account programs, proprietary equity and fixed income strategies, and coordinates family office and administrative services, leveraging its integration with CIBC’s banking and trust group.

Alexandra Fuhrmann is a CFA® charterholder with 23 years of experience in the financial industry. She has been with CIBC Private Wealth Advisors, Inc. since 2014. CIBC Private Wealth Advisors serves high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans with investment and wealth advisory services. The firm offers discretionary portfolio management, access to proprietary strategies, and family office services, supported by an integrated banking and trust group.

Cynthia Temple is a financial advisor with CIBC Private Wealth Advisors, Inc. in New York, NY. She holds the Series 66 designation and has 14 years of industry experience. Prior to joining CIBC Private Wealth Advisors, she worked at CIBC World Markets Corp. and HSBC Bank USA. CIBC Private Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans with investment and wealth advisory services. The firm offers discretionary portfolio management and access to proprietary strategies, supported by a structured investment governance framework and integration with the CIBC banking and trust group.

Kyle Edmonds is a financial advisor with CIBC Private Wealth Advisors, Inc. in New York, NY. He holds the CFP® designation along with Series 63, 65, and 66 licenses, and has 17 years of industry experience. Edmonds has worked at CIBC Private Wealth Advisors since 2017 and previously at Investment Advisers Inc from 2014 to 2017. CIBC Private Wealth Advisors serves high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans with a range of investment and wealth advisory services. The firm is distinguished by its integration with the CIBC banking and trust group, offering access to unique banking and lending products as well as a dedicated investment governance framework and family office services for very large clients.