People Moves

CIBC Adds Wealth Management Trio

Editorial Staff May 2, 2023

CIBC Adds Wealth Management Trio

The new members of the wealth management group take up roles in Missouri, Illinois and California.

CIBC has added three senior professionals to its US Private Wealth team:

-- Brett Amerson, managing director and market manager in Newport Beach, California; 
-- John Gaughan, senior private banking advisor in Chicago, Illinois; and 
-- Greg Petersen, managing director and private banker in St. Louis, Missouri.

Bringing 15 years of industry experience to his role as market manager covering southern California for CIBC Private Wealth, Amerson is responsible for establishing and growing relationships with high net worth individuals and families, C-suite executives, and business owners. Prior to joining the firm, he served as a private client advisor at Bank of America’s Private Bank.

Gaughan is a senior private banking advisor for CIBC Private Wealth Management, US, with more than 30 years of banking experience. In this role, he works with high net worth individuals and families on a wide range of banking matters, including complex credit and cash solutions, while focused on financial planning and best practices to preserve, manage, and transfer wealth for current and future generations. Prior to joining the firm, Gaughan was a senior vice president at First Midwest.

With more than 35 years of industry experience and a background in the mortgage and the real estate industry, Petersen, formerly a private banker in St Louis Missouri, is responsible for providing integrated wealth management advice to high net worth individuals and families. He has significant experience managing complex private banking relationships and providing clients with strategic advice and guidance in tailored credit and banking solutions. Previously, Petersen served as a lending advisor at Regions Bank Private Wealth Management Group and in senior relationship management roles at Northern Trust and Bank of America. 

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes