Matthew Roma is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, holding Series 63 and Series 65 credentials with 14 years of industry experience. He has worked at CIBC Private Wealth Advisors since 2018 and previously held roles at Cedar Capital, LLC and Foreside Fund Services, LLC. CIBC Private Wealth Advisors provides a wide range of investment advisory and wealth management 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 deliver customized portfolios and managed account programs, with notable scale and involvement in investment company portfolio management.

Sean Dobbins is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, with 22 years of industry experience. He has held positions at Atlantic Trust Investment Advisors, Inc., Gnv Advisors, LLC, and Geneva Investment Management of Chicago, LLC prior to joining CIBC in 2017. He holds the Series 63 and Series 65 designations. 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, utilizing both proprietary and external strategies, and serves notable investment company clients.

Ryan Lestrange is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding a Series 66 designation and bringing 13 years of industry experience. His previous roles include positions at Brinker Capital, Orion Portfolio Solutions, and SEI Investments Distribution Co. 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 combines in-house and external managers to deliver customized portfolio management and coordinated family office services, managing approximately $67.8 billion in assets with a notably high assets-under-management per advisor ratio.

Matthew Lohr is a CFP® and holds a Series 66 license with six years of industry experience. He is currently a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL. His prior roles include positions at Morningstar, Inc. and Charles Schwab. CIBC Private Wealth Advisors offers 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 provide customized portfolio management, financial planning, and access to specialized strategies including options and structured notes.

Andrew Golden is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CIBC Private Wealth Management since 2010. CIBC Private Wealth Advisors serves a broad range of clients including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, and access to sophisticated strategies, supported by internal investment teams and governance committees.

Joseph Locke is a financial advisor at CIBC Private Wealth Advisors, Inc. based in Chicago, IL, with 27 years of industry experience. He holds the ChFC® designation and has worked previously at AT Investment Advisers Inc., Geneva Advisors, LLC, and his own firm, Joseph J. Locke & Company, Ltd. He serves as Successor Trustee for two family trusts, managing asset disbursements according to trust instructions. CIBC Private Wealth Advisors offers investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams with external managers and governance committees to deliver customized portfolios and manages approximately $67.8 billion in assets, serving a broad client base including high net worth clients and investment company advisory roles.

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.

Heather Johnson is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63, Series 65, and Series 66 licenses. She has 28 years of industry experience with previous roles at CIBC Bank USA, Ausdal Financial Partners, Inc., Global Portfolio Strategies, Inc., and Edward Jones. CIBC Private Wealth Advisors offers investment advisory and wealth advisory services to a broad client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment approach includes customized portfolio management supported by internal teams and committees, with offerings that span proprietary products, external managers, options strategies, and Family Office services.

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.

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.

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.

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.

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.

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.

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.

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.