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Tina F

CFP®, Series 63, Series 65

Chicago, IL

CIBC Private Wealth Advisors, Inc.

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.

Options & derivatives strategies Private / alternative investments Active portfolio management Wealth management
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John H

Series 63, Series 65

Chicago, IL

CIBC Private Wealth Advisors, Inc.

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.

Options & derivatives strategies Private / alternative investments Active portfolio management Wealth management
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Elizabeth K

Series 65

Chicago, IL

CIBC Private Wealth Advisors, Inc.

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.

Options & derivatives strategies Private / alternative investments Active portfolio management Wealth management
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Robert C

Series 65

Chicago, IL

CIBC Private Wealth Advisors, Inc.

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.

Options & derivatives strategies Private / alternative investments Active portfolio management Wealth management
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