Luke Davis is a financial advisor at CIBC Private Wealth Advisors, Inc. in New York, NY, holding Series 63 and Series 66 credentials with seven years of industry experience. He has been with CIBC Private Wealth Advisors since 2012. 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 an internal investment team and governance committees to create customized portfolios, employing a mix of proprietary and external strategies, including options hedges and structured notes.

Craig Lambdin is a CFA® charterholder and holds a Series 66 license with 26 years of industry experience. He has been with CIBC Private Wealth Management since 1995, totaling over 31 years at the firm. He is based in New York, NY. 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 combines internal investment teams and governance committees to deliver customized portfolio management solutions, utilizing both proprietary and external strategies, and serves notably high asset levels per advisor.

John Hoag is a financial advisor at CIBC Private Wealth Advisors, Inc. with five years of industry experience. He holds the Series 65 designation and has worked at CIBC Private Wealth since 2019, following a three-year tenure at Glenmede Trust Company. CIBC Private Wealth Advisors offers investment advisory and wealth management services to a diverse range of clients, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process involving an internal team and committees to create customized portfolios, using a combination of proprietary and external strategies, and serves a notable number of investment company clients.

Bruce Katz is a CFP®-certified financial advisor with 34 years of industry experience. He has worked at CIBC Private Wealth Advisors, Inc. since 2017 and previously spent three years at Investment Advisers Inc. He maintains securities registrations including Series 63, 65, and 66. 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 in-house investment expertise with external managers to offer customized portfolio management, financial planning, and family office services, managing approximately $67.8 billion in assets with 175 advisors.

Thomas Mcneil is a financial advisor at CIBC Private Wealth Advisors, Inc. with 15 years of industry experience and holds the Series 66 designation. His career includes roles at Brinker Capital, Orion Portfolio Solutions, Guardian Life Insurance Company, Park Avenue Securities, and CIBC World Markets Corp. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers comprehensive wealth management services and employs a structured investment process incorporating proprietary and external strategies, with notable involvement in managing assets for investment companies and maintaining a high assets-under-management per advisor ratio.

Christopher Lombardo is a CFA® charterholder with five years of industry experience. He is affiliated with CIBC Private Wealth Advisors, Inc., where he has worked since 1999. 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 planning, and coordinated Family Office services, supported by a collaborative investment process involving proprietary strategies and external managers.

Antony Khalilov is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in New York. His prior roles include positions at Focus Financial Partners, Goldman Sachs, and BMO Capital Markets. 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, incorporating proprietary and external strategies, including options and structured notes.

Amanda Marsted is a financial advisor at CIBC Private Wealth Advisors, Inc. in New York, NY, with 12 years at the firm and 5 years of industry experience. She holds Series 63 and Series 65 licenses. She serves as Co-Trustee for the Sarah Blodgett Dunbar Trust. CIBC Private Wealth Advisors offers investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm uses a combination of internal investment teams and external managers to build customized portfolios, including options strategies and coordinated Family Office services for complex needs.

Marc Keller is a financial advisor with CIBC Private Wealth Advisors, Inc. in New York, NY, holding a Series 63 designation and bringing 36 years of industry experience. He has been with CIBC Private Wealth Advisors since 2004 and serves on the board of Cristcot LLC beginning in 2025. He is also a trustee and Chair of the Finance Committee for the Belmont Backstretch Pension Fund and serves as trustee for several revocable and family trusts. CIBC Private Wealth Advisors offers investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with relationship managers and governance committees to create customized portfolios, utilizing both proprietary and external strategies, including options hedges and structured notes.

Kishore Setty is a CFA® charterholder affiliated with CIBC Private Wealth Advisors, Inc. in New York, NY, where he has 12 years of experience. He has served at CIBC Private Wealth Advisors since 2014. He is also a trustee for the Freygang Trust. 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 combines internal investment expertise with relationship management and governance committees to deliver customized portfolio solutions, managing approximately $67.8 billion in assets across 175 advisors.

Christine Fernandez is a financial advisor at CIBC Private Wealth Advisors, Inc. with 11 years of industry experience. She holds the CFA® designation and Series 66 license. Prior to joining CIBC Private Wealth in 2025, she worked at BlackRock Investments and Edward Jones. Outside of her advisory role, she is employed by Ante Diem LLC, where she assists with maintaining financial models and preparing financial reports for the company’s board of directors. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers a comprehensive investment process involving an internal team and governance committees to create customized portfolios, combining proprietary products and external managers, with capabilities including options strategies and coordinated Family Office services.

Daniel Silver is a CFA® charterholder with five years of industry experience. He has been with CIBC Private Wealth Advisors, Inc. for 15 years. CIBC Private Wealth Advisors offers investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment process incorporates proprietary and external strategies, including options hedges and structured notes, and serves a client base notable for its engagement with investment company portfolios and customized account management.

Meredith Derham is a Series 66-licensed advisor with CIBC Private Wealth Advisors, Inc. in New York, NY. She has four years of industry experience and has been with CIBC Private Wealth Advisors for 22 years. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, and investment companies, offering customized portfolio management, financial and estate planning, and coordinated Family Office services. The firm’s investment process combines internal teams and committees to deliver tailored strategies using both proprietary and external managers, managing approximately $67.8 billion in assets.

Alexandra Fuhrmann is a CFA® charterholder with 24 years of industry experience. She has been with CIBC Private Wealth Advisors, Inc. since 2014 and is based in New York, NY. 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 an internal investment team, relationship managers, and governance committees to deliver customized portfolio management and financial planning solutions, including access to options strategies and coordinated Family Office services.

Cynthia Temple is a financial advisor at CIBC Private Wealth Advisors, Inc. with 15 years of industry experience. She holds the Series 66 designation and has worked at CIBC World Markets Corp. since 2019 and HSBC Bank USA since 1999. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management and coordinated Family Office services through a combination of proprietary and external strategies, supported by a governance structure that includes an Investment Policy Committee and an Asset Allocation Committee.

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.