Executive Team

Under the great leadership of Jack Markwalter, Chairman and Chief Executive Officer, CIBC Atlantic Trust's team of senior executives brings together industry veterans with extensive experience across a variety of wealth management disciplines.

Chief Executives

John S. Markwalter, Jr.
Chairman and Chief Executive Officer

Eric B. Propper, CFA
President
New York
Gabrielle D. Bailey
Chief Fiduciary Officer
Wilmington

David L. Donabedian, CFA
Chief Investment Officer
Baltimore
Kenneth J. Kozanda
Chief Administrative Officer
Chicago

Firm Leaders


Linda S. Beerman
Head of Wealth Strategies
Atlanta
Julia M. Beisel
Director of Client Service Administration
Atlanta
H. Scott Caven, Jr.
Office Head
Houston
Wayne K. DeWitt, Jr.
General Counsel
Atlanta
Carolyn C. Donnelly
Director of Marketing and Strategic Priorities
Atlanta
Mark E. Frazier, CFA
Office Head
Austin

Brent Fykes CFA, CFP®
Managing Director
West Palm Beach
Lisa M. Garcia
Chief Risk Officer
Boston
Dick A. Havey, CFA
Office Head
Denver
Jon E. Henderson, CFA
Office Head
Chicago
Bruce D. Katz, CFP®
Director of Strategic
Alliances
New York
Marc Keller
Team Executive
New York
Andrew J. Lang, CFA
Office Head
Newport Beach
Timothy J. Majer
Operations Director
Boston

Paul M. McPheeters,
CFA

Managing Director
Lead Manager, Master
Limited Partnerships
Denver
Kenneth G. Pollard, CFA
Office Head
Chicago
Sidney F. Queler
National Director of Business Development
Boston
Thomas N. Riley, CFA
Office Head
Boston
Dee Ann Schedler
Office Head
Washington, D.C.,
and Wilmington
Kishore Setty, CFA
Office Head
New York
Steven W. Smith
Office Head
Mid-Atlantic
Jeffrey S. Thomas, CFA
Managing Director
Boston
W. Scott Thompson III, CTFA
Office Head
Atlanta
Richard O. Vandenberg, Jr.
Office Head
San Francisco

John W. Winslow
Office Head
Dallas