Chicago, IL W. Madison St Office

Director of Private Funds focused on alternative investment product strategy, capital formation, and platform leadership. Lead the development, commercialization, and governance of private market solutions across private equity, private credit, hedge funds, infrastructure, and co-investments. Partner with investment and distribution leadership across a $100B+ platform serving institutional, family office, private wealth, and international clients. 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 37 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc., where he has worked since 2017. Prior to that, he held roles at Atlantic Trust Investment Advisors Inc, Gnv Advisors, LLC, and Geneva Investment Management of Chicago, LLC. CIBC Private Wealth Advisors provides investment and wealth advisory services to a wide range of clients, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment process involves an internal team and governance committees to create customized portfolios, combining proprietary and external strategies, and managing substantial assets with a relatively small advisor headcount.

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, IL, with eight years of industry experience. She holds the Series 66, Series 63, and Series 65 designations. Her prior roles include positions at Fifth Third Securities, FIFTH THIRD BANK, BNY Mellon Securities Corporation, BNY Mellon, and Bessemer Trust. 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 an internal investment team, relationship managers, and governance committees to offer customized portfolio management and wealth advisory services, distinguishing itself by its scale and involvement with investment company clients.

Mark Mckevitt is a CFP® and CFA® credentialed financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL. He has two years of industry experience and has been with CIBC Private Wealth since 2016. 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 with governance committees to deliver customized portfolio management and coordinated Family Office services, managing approximately $67.8 billion in assets with a relatively low advisor headcount.

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.