CIBC Private Wealth Advisors, Inc.

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.

Ryan Joyce is a financial advisor at CIBC Private Wealth Advisors, Inc. based in Boston, MA. He holds the Series 66 designation and has 14 years of industry experience, including over a decade at Boston Private Wealth LLC before joining CIBC Private Wealth in 2023. 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 employs a collaborative investment process involving internal teams and committees to manage customized portfolios and utilizes both proprietary and external strategies, with a focus on scale and investment company client service.

Kevin Hauri is a financial advisor at CIBC Private Wealth Advisors, Inc. in Newport Beach, CA, holding Series 63 and Series 65 licenses with 14 years of industry experience. Prior to joining CIBC Private Wealth Management in 2022, he spent 11 years at City National Bank. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm uses a collaborative investment process involving internal teams and committees to create customized portfolios and model programs, combining proprietary and external managers, and offers a range of strategies including options hedges and structured notes.

Michael Onorato is a CFP® professional with 11 years of experience in financial advisory services. He is currently with CIBC Private Wealth Advisors, Inc., having previously worked at First Citizens, Silicon Valley Bank, and Boston Private Wealth LLC. He is based in West Palm Beach, FL. 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 planning, estate and philanthropic planning, and coordinated Family Office services, utilizing a structured investment process that blends proprietary and external strategies.

Raymond Dubeau is a financial advisor at CIBC Private Wealth Advisors, Inc. with 22 years of experience in the industry. He has been with CIBC Wood Gundy and CIBC Private Wealth since 2004 and holds the Series 65 designation. CIBC Private Wealth Advisors provides investment advisory and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines in-house investment expertise with external managers to offer customized portfolios, model portfolios, and managed account programs, including options strategies and Family Office services for complex client needs.

Heather Errigo is a CFP®, CFA®, and Series 65 licensed financial advisor with 26 years of industry experience. She currently works at CIBC Private Wealth Advisors, Inc. and previously spent 21 years at Lynx Investment Advisory, LLC and four years at ASB Capital Management LLC. 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 emphasizes customized portfolio management through an internal investment team and committees, combining proprietary and external strategies, and is notable for its management of assets for investment company clients.

Trevor Hancock is a CFA® charterholder with 12 years at CIBC Private Wealth Management and four years of overall industry experience. He is based in Denver, CO, and works with CIBC Private Wealth Advisors, Inc. 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, Relationship Managers, and governance committees to offer customized portfolio management, financial planning, and specialized strategies, distinguished by its high assets under management per advisor and involvement with investment company clients.

Michelle Hermann is a financial advisor with CIBC Private Wealth Advisors, Inc. in Houston, TX. She holds Series 63 and Series 66 credentials and has 18 years of industry experience. Before joining CIBC, she worked at AT Investment Advisers Inc. for nine years and at Geneva Investment Management of Chicago, LLC for seven years. Michelle and her husband are owners of KCK Pack LLC, which manages two vacation homes used for short-term rentals in Northern Michigan. CIBC Private Wealth Advisors serves 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 and manages about $67.8 billion in assets with 175 advisors.

Ross Ferrier is a financial advisor with CIBC Private Wealth Advisors, Inc. based in Chicago, IL. He holds a Series 65 designation and has 27 years of industry experience, having worked with CIBC Wood Gundy and CIBC Private Wealth since 1999. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base including individuals, families, trusts, and investment companies. The firm combines internal investment teams, relationship managers, and governance committees to deliver customized portfolios, utilizing both proprietary and external strategies, with notable specialization in managing assets for investment company clients.

Jon Seabrook is a financial advisor with CIBC Private Wealth Advisors, Inc., holding a Series 65 designation and based in Chicago, IL. He has worked at CIBC Wood Gundy – CIBC Private Wealth since 2001 and has been with Merrill Lynch Canada Inc. since 1993. 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 collaborative investment process involving internal teams and committees to create customized portfolios and managed account programs, offering a range of strategies including options hedges and structured notes.

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.

Charles Hoke is a CFA® charterholder and holds Series 63 and 66 licenses. He has 14 years of industry experience and has worked at CIBC Private Wealth Advisors, Inc. since 2014. Based in Atlanta, GA, he is part of a larger team at CIBC Private Wealth Advisors. 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 with governance committees to offer customized portfolio management, utilizing both proprietary and external strategies, and manages a notable amount of assets relative to its advisor headcount.

Robert Fincher is a financial advisor with CIBC Private Wealth Advisors, Inc. in Tampa, FL, holding Series 63, 65, and 66 licenses with 16 years of industry experience. He has worked at CIBC National Trust Company since 2017 and previously held positions at Atlantic Trust Company, N.A. and AllianceBernstein L.P. from 2011 to 2017. CIBC Private Wealth Advisors provides comprehensive investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm emphasizes a collaborative investment process involving internal teams and committees, offering customized portfolios that include proprietary strategies, external managers, options hedges, and structured notes.

Sterling Moore is a financial advisor with CIBC Private Wealth Advisors, Inc. in San Francisco, CA, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at CIBC World Markets Corp., Orion Portfolio Solutions, and Brinker Capital. Outside of finance, he owns and operates two beekeeping businesses, Lollipop Honey Company and S&C's Honey Bees. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, and investment companies, offering portfolio management, financial planning, and family office services. The firm combines an internal investment team with external managers and governance committees to create customized investment solutions, managing approximately $67.8 billion in assets across 175 advisors.