Duke Lin is a Director of Private Funds and Vice President at CIBC Asset Management. Previously with Morgan Stanley's Consulting Group, he now leads alternative investment product management and capital formation across private equity, credit, hedge funds, and infrastructure for both institutional and private wealth clients across a 100B+ platform. He hold an economics degree from Northwestern University. CIBC Asset Management and CIBC Private Wealth Advisors provide investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal teams and committees to deliver customized portfolio management and offers access to specialized strategies, including options hedges and structured notes, with a notably high assets-under-management per advisor ratio.

Martin Brown is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at CIBC Private Wealth Advisors, Inc. in Chicago, where he has worked since 2018. His prior roles include positions at AT Investment Advisers Inc. and Geneva Investment Management of Chicago. Outside of his advisory work, Brown is a managing member of School of Fish LLC, which operates an aquatics center. 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, employing an investment process that integrates internal teams with external managers and specialized strategies.

Anthony Pecora is a CFP® professional with two years of experience at CIBC Private Wealth Advisors, Inc. He has been affiliated with CIBC Private Wealth and CIBC National Trust Company since 2005, totaling 21 years with the enterprise. 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 internal investment teams with governance committees to deliver customized portfolios and managed account programs, notable for its scale and involvement with investment company clients.

Robert Merkle Jr. is a Chartered Financial Analyst (CFA®) with 19 years of experience in the investment advisory industry. He is currently with CIBC Private Wealth Advisors, Inc. and has previously worked at Geneva Investment Management of Chicago, LLC, and AT Investment Advisers Inc. 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 offers customized portfolio management, financial and estate planning, and coordinated Family Office services, utilizing a combination of proprietary and external strategies with oversight from dedicated investment committees.

Allen Smith is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has worked at CIBC Private Wealth Advisors since 2017 and previously held roles at Atlantic Trust Investment Advisors, Geneva Investment Management of Chicago, LLC, and GNV Advisors, LLC. CIBC Private Wealth Advisors provides investment and wealth advisory services to a wide range of clients, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process utilizing an internal team, Relationship Managers, and governance committees to deliver customized portfolios and managed account programs, combining proprietary strategies and external managers.

Kathleen Birmingham is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has worked at AT Investment Advisers Inc. since 2017 and previously at Geneva Investment Management of Chicago, LLC from 2012 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’s investment process involves a combination of internal teams, relationship managers, and governance committees to construct customized portfolios using proprietary and external strategies, with a notable focus on managing assets for investment company clients.

Bruce Klein is a CFA® charterholder with 38 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc., where he has worked since 2017. His prior experience includes roles at Atlantic Trust Investment Advisors Inc, Gnv Advisors, LLC, and Geneva Investment Management of Chicago, LLC. CIBC Private Wealth Advisors delivers investment advisory and wealth management services to a diverse client base, including individuals, families, trusts, corporations, and investment companies. The firm employs a comprehensive investment process that integrates internal teams and external managers to offer customized portfolios, including options strategies and coordinated Family Office services for complex needs.

Charlene Morris is a financial advisor at CIBC Private Wealth Advisors, Inc. with eight years of industry experience. She holds a Series 65 designation and has worked previously at Geneva Advisors, LLC before joining AT Investment Advisers Inc. Outside of her advising role, she is involved in sales of ladies' accessories, including handbags and hats. 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’s investment approach integrates an internal investment team with governance committees to create customized portfolios using proprietary and external strategies, distinguishing itself by higher assets under management per advisor and extensive work with investment company clients.

Brennan Morrison is a CFA® charterholder with over 11 years of industry experience. He currently works at CIBC Private Wealth Advisors, Inc. and previously spent 10 years at Northern Trust. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, and investment companies. The firm employs a structured investment process involving internal teams and committees to create customized portfolios, managing approximately $67.8 billion in assets with a relatively low advisor headcount.

Lisa Mullaney is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, holding Series 63, 65, and 66 credentials with eight years of industry experience. Her work history includes roles at Fifth Third Securities, Fifth Third Bank, BNY Mellon, and Bessemer Trust. 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 offer customized portfolio management, including discretionary and non-discretionary strategies, financial and estate planning, and coordinated Family Office services.

Mark Mckevitt is a CFP® and CFA® charterholder with three years of industry experience. He is currently an advisor at CIBC Private Wealth Advisors, Inc. in Chicago, where he has worked since 2016. CIBC Private Wealth Advisors delivers investment and wealth advisory services to a diverse clientele, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams and governance committees to create customized portfolios and offers a range of strategies including options hedges and structured notes, managing approximately $67.8 billion in assets.

Margaret Miller is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 30 years of industry experience. She has worked at firms including Atlantic Trust Investment Advisors, Gnv Advisers, LLC, and Geneva Investment Management of Chicago, LLC. 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, and coordinated Family Office services, utilizing a combination of proprietary and external strategies managed through a formal governance structure.

David Pierce is a financial advisor at CIBC Private Wealth Advisors, Inc. based in Chicago, IL, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Atlantic Trust Investment Advisors, Gnv Advisors, LLC, and Geneva Investment Management. He is also the sole proprietor of Highland Investment Consulting, though currently with no active business. CIBC Private Wealth Advisors serves a broad client base including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with relationship managers and oversight committees to create customized portfolios using both proprietary and external strategies, managing approximately $67.8 billion in assets across 175 advisors.

Nathan Buth is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at CIBC Private Wealth Advisors since 2017, following 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 employs a collaborative investment process involving internal teams and committees to create customized portfolios, using a combination of proprietary and external strategies, including options hedges and structured notes.

James Judd is a CFP® with seven years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago since 2019. Prior to joining CIBC, he was self-employed from 2017 to 2019 and worked in other roles from 2015 to 2017. 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 employs a structured investment process involving internal teams and committees to deliver customized portfolio management, including access to options strategies and family office services, managing approximately $67.8 billion in assets with 175 advisors.

Trent Thorbahn is a financial advisor at CIBC Private Wealth Advisors, Inc. with 15 years of industry experience. He holds a Series 65 designation and has worked at firms including Lbmz Securities and Zacks Investment Management. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, and investment companies, offering portfolio management, financial planning, and coordinated Family Office services. The firm’s investment approach combines internal teams and external managers to build customized portfolios and managed account programs, with notable scale and involvement in investment company clients.

Michael Mortell is a financial advisor at CIBC Private Wealth Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Atlantic Trust Investment Advisors, Gnv Advisors, LLC, and Geneva Investment Management of Chicago. Mortell is also a partner in Mortell Associates Real Estate LLC, which focuses on homesite development. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, and investment companies, offering portfolio management, financial and estate planning, and coordinated Family Office services. The firm combines internal investment teams and external managers to create customized portfolios and is notable for its high assets under management per advisor and its advisory role with investment company clients.

Gregg Anderson is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, with 24 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Atlantic Trust Investment Advisers, Gnv Advisors, and Geneva Investment Management of Chicago. CIBC Private Wealth Advisors serves individuals, families, trusts, employee benefit plans, corporations, and investment companies with a range of services including portfolio management, financial and estate planning, and coordinated Family Office services. The firm combines proprietary and external investment strategies and is notable for its high assets under management per advisor and management of investment company portfolios.

Patricia Dechant is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 40 years of industry experience. She has worked at CIBC Private Wealth Advisors since 2017, previously spending time at Atlantic Trust Investment Advisors and Geneva Investment Management of Chicago. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a combination of internal teams and external managers to deliver customized portfolio management and financial planning, managing approximately $67.8 billion in assets with a focus on serving high net worth clients and offering coordinated Family Office services for complex needs.

Mark Pauly is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Atlantic Trust Investment Advisors, Geneva Advisors, Ameriprise, and Neuberger Berman BD LLC. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, and investment companies, offering services such as portfolio management, financial and estate planning, and coordinated Family Office support. The firm combines internal investment teams and external managers to construct customized portfolios and manages approximately $67.8 billion in assets.