John S. "Jack" Markwalter Jr.
Chief Executive Officer
CIBC Private Wealth Management, U.S.

Jack Markwalter is Chief Executive Officer of CIBC Private Wealth Management in the
U.S., a division of CIBC.* Jack serves on CIBC Private Wealth’s Operating Committee
as a member of the executive leadership team and on CIBC’s U.S. Executive
Committee. He also serves as chairman of several of the entities within CIBC Private
Wealth: CIBC National Trust Company, CIBC Delaware Trust Company, CIBC Private
Wealth Advisors, Inc., and CIBC Private Wealth Group, LLC.
Jack has more than 30 years of experience in the private client and investment industry. He joined CIBC Private Wealth
(previously Atlantic Trust) in 2002 as head of business development and became chairman and CEO in 2004. During his 15year tenure as CEO, Jack Markwalter has led the growth of the business from $8 billion to over $58 billion in assets under
management and administration (as of July 31, 2019) through industry-leading client retention, organic growth initiatives,
and acquisitions.
Jack’s commitment to delivering the highest-quality, boutique client experience has resulted in a 98% client retention rate
(as measured over the past year for clients with more than $5 million in assets under management as of June 30, 2019).
Throughout CIBC Private Wealth’s evolution, Jack has built the firm’s culture of collegiality and service excellence, and he is
steadfastly dedicated to promoting a culture of diversity and inclusion across the business.
From 2005 to 2013, Jack served as Senior Managing Director of Invesco Ltd.** Jack also was a member of the Invesco
Executive Management Committee, and from 2008 to 2010, Jack was head of Invesco U.S. Institutional Sales, Client
Service, and Consultant Relations. Prior to joining CIBC Private Wealth, he served in senior management roles for Morgan
Stanley Private Wealth Management in New York, London, and Atlanta.
Over the years, Jack devoted significant time and energy in several important leadership roles for numerous community
organizations. Among other responsibilities, Jack is an Emeritus Member of the Board of Directors of Big Brothers Big
Sisters of Metro Atlanta, and is a member of the Board of Trustees for the Georgia Tech Foundation, the Board of Directors
for the Marist School, and the Board of Trustees for the Woodruff Arts Center. Additionally, he has served as co-chairman
for his Harvard Business School Reunion Fund Campaign. Jack previously served on the boards of the Metro Atlanta
Chamber of Commerce, the Children’s Healthcare of Atlanta Foundation, the Atlanta History Center, the Helen Keller
Foundation, and was a founding member of the Entrepreneurs Foundation of the Southeast.
Born and raised in Augusta, Georgia, Jack earned a Bachelor of Science with highest honors from the Georgia Institute of
Technology, where he served as Student Body President. He also earned a Master of Business Administration from the
Harvard Graduate School of Business. Jack and his wife Juanita reside in Atlanta and are the proud parents of five sons.
In 2019, the Atlanta Business Chronicle named Jack one of Atlanta’s Most Admired CEOs. He has been featured in
numerous publications and other media outlets, including The Wall Street Journal, Barron’s, CNBC, Private Asset
Management magazine, and Family Wealth Report. Additionally, in 2018, Jack received Family Wealth Report's award for
Leading Individual - Multi-Family Office, which is a national award recognizing his long-standing leadership in the private
wealth management industry.

*CIBC assets under management $186 billion as of July 31, 2019.
**Invesco assets under management $1.198 trillion as of July 31, 2019.

 John Rubin C.V.
John Rubin, an attorney, retired federal administrative law judge, and former Kansas State
Representative, is a lifelong conservative Republican, now a proud resident of Acworth,
Georgia, a Georgia Republican Party Foundation member, and Paulding County Republican
Party Second Vice-Chairman and precinct leader. A Kansas native, John previously resided in
Alpharetta, Georgia during his tenure as Regional Counsel for the Atlanta Region of the FDIC
from 1989 until 1995, when he was appointed a federal ALJ in Kansas City, Kansas.
John represented the people of the 18th District (Shawnee, KS) in the Kansas House of
Representatives for three terms, from 2011-2017. Rep. Rubin chaired the House Standing
Committee on Corrections and Juvenile Justice for four years, and he also chaired the Interim
Joint Corrections and Juvenile Justice Oversight Committee for two years. In addition, he
served on the House Judiciary and Veterans and Homeland Security Committees, the Kansas
Sentencing Commission, and the Kansas Judicial Council’s Criminal Law Committee. He cochaired the Kansas Juvenile Justice Workgroup during the 2015 interim, and was central in the
report of the Workgroup recommending comprehensive reforms of Kansas’ juvenile justice
system.
Rep. Rubin was widely known and honored as a prolific and highly effective legislator, the “go
to” representative who consistently achieved conservative Republican legislative goals and
protected and enshrined in law conservative principles as a member of the Kansas House. He
served as author, lead sponsor and/or floor leader for a myriad of the most important legislative
accomplishments in the State of Kansas from 2011-2016. A short list of the most important and
influential bills, resolutions and policy initiatives which Rep. Rubin has championed and
shepherded through the Legislature that have had the most significant and far-reaching effects
to better the lives of all Kansans includes the following:


Promotion of open government accountability and transparency to the public:
The Rubin Rules, a group of proposals to amend the Legislature’s rules to enhance
transparency, including measures to require that all substantive votes in the House on
bills and resolutions be recorded (not passed), and to severely limit the clandestine
practice of bundling of bills in conference committee reports, which previously had
prevented full and fair debate, amendment and votes on them (passed).
Successful legislation making law enforcement and prosecutors more accountable to the
public by requiring disclosure in most cases of probable cause affidavits supporting
search and arrest warrants, leading to recognition of Rep. Rubin as the 2014 Friend of
Open Government Award Winner by the Kansas Sunshine Coalition for Open
Government.
Successful legislation requiring live streaming of proceedings in most House
committees.
Lead co-sponsorship of the Open Kansas movement designed to promote Kansas
government in the sunshine.

 2



Principled advocacy of a culture of life and protection of our unborn children:
Successful legislation enacted into law to require: consent by both parents for a minor’s
abortion; banning of abortions of pain-capable unborn children starting at 20 weeks postconception; abortion clinic licensure and inspections; healthcare rights of conscience;
The Pro-Life Protections Act, including no tax funding for abortion; civil rights for unborn
children, which ban wrongful birth/wrongful life lawsuits and sex-selection abortions; and
a first-in-the-nation ban on dismemberment abortions.
Successful legislation expanding rights for citizen-petitioned grand juries, allowing
citizens to petition to empanel grand juries to consider alleged violations of the state’s
pro-life legislation.
Securing an Attorney General’s opinion disclosing the legal insufficiency of Transferable
Physician Orders for Patient Preferences (“TPOPP”) utilized in Kansas to unduly
promote or pressure medically unsupported end of life decisions.



Enforcement of the rule of law and preservation of fundamental rights guaranteed
by the Constitution:
Drafting, lead sponsorship and floor leadership for The Kansas Second Amendment
Protection Act, guaranteeing the constitutional right of all Kansans under both the
Second and the Tenth Amendments to possess firearms, ammunition and accessories
manufactured in Kansas and remaining in Kansas, free of federal government
regulation, restriction or prohibition, resulting in recognition of Rep. Rubin as 2013
Kansas Legislator of the Year by the Kansas State Rifle Association.
Floor leader for successful passage of Kansas’ Secure and Fair Elections Act, requiring
proof of citizenship for first time Kansas voter registrants, and photo identification for all
voters at the polling place.
Successful passage of The Health Care Freedom Amendment, opposing Obamacare as
a violation of the Tenth Amendment, and declaring the right of all Kansans to make their
own decisions on health care and health insurance free of federal government
interference and mandates.



Fighting to protect the health and well-being of all Kansans, particularly our
disabled children:
Drafting, lead sponsorship and floor leadership for successful legislation which for the
first time extended basic health insurance coverage for behavioral therapy treatment to
many autistic Kansas children not covered by state employee health plans.

 3

Successful Emergency Safety Intervention (“ESI”) legislation and task force work to
prohibit seclusion and/or restraint of Kansas schoolchildren, including in particular
disabled Kansas kids, unless necessary to prevent bodily harm to themselves or others.
Opposition to inclusion of home and community-based services for intellectually or
developmentally disabled Kansas children from the limiting managed care provisions of
KanCare, the Kansas Medicaid program.


Promotion of Kansas businesses, free enterprise and entrepreneurship to grow
the economy and create jobs:
Chaired Judiciary Antitrust Subcommittee and participated on the Judicial Council’s
Antitrust Committee, resulting in successful drafting and sponsorship of legislation
restoring a century of Kansas antitrust law precedent protecting state businesses and
franchises from an adverse Kansas Supreme Court decision that, if left uncorrected,
would have rendered Kansas one of the most business-unfriendly states in the nation.
Successful passage of a wide range of legislative measures modernizing Kansas liquor
laws to allow happy hours at Kansas restaurants and lounges and less government
regulation of and interference with the production, distribution and service of wine, beer
and spirits at restaurants, wineries, breweries, sports venues and public arenas, thereby
increasing the profitability and growth of these businesses and the jobs they create.



Comprehensive reformulation and reform of Kansas’ criminal law, criminal
procedure, juvenile justice, sentencing and corrections policies as Chair of the
House Corrections and Juvenile Justice Committee, Chair of the Joint
House/Senate Committee on Corrections and Juvenile Justice Oversight, member
of the Kansas Sentencing Commission, member of the Judicial Council Criminal
Law Committee, and Co-Chair of the Kansas Juvenile Justice Workgroup:
In these capacities, Rep. Rubin, who during his tenure in the Kansas Legislature was
widely recognized as the Kansas Legislature’s foremost expert on criminal law, juvenile
justice and corrections issues, drafted, sponsored, ushered through his Committees, and
shepherded through the Legislature to final enactment the following sweeping legislative
reforms and new directions in public safety policy:
The 2013 Adult Justice Reinvestment Act, reforming adult sentencing by providing
community treatment and supervision alternatives to incarceration for probation
violators, thereby enhancing public safety, reducing recidivism, easing prison
overcrowding by saving prison bed space, and saving taxpayer dollars.
The 2016 Comprehensive Juvenile Justice Reform Act, the first major reform of the
state’s Juvenile Justice Code in many years, providing definite sentences for most
juvenile offenses, significantly reducing out of home placements and reinvesting saved
resources in additional community programs and supervision, designed to enhance
public safety by reducing juvenile recidivism and providing opportunities for rehabilitation
and better lives for troubled Kansas youth.

 4

Toughening the state’s rape laws by eliminating the statute of limitations for rape.
Greatly strengthening the state’s human trafficking laws.
Enacting a raft of laws designed to fight over-criminalization and disproportionate
sentencing, thereby reducing prison overcrowding pressures by reducing bed space
demands while still protecting public safety.
Greatly strengthening the state’s DUI laws by enacting enhanced penalties for drunk
drivers causing injuries or deaths, and opposing measures to prematurely expunge such
convictions, as a result of which Mothers Against Drunk Drivers named Rep. Rubin as
Kansas Legislator of the Year in both 2014 and 2015.
Recognizing Rep. Rubin’s extensive record of legislative accomplishment and achievement in
all of the above matters, and many others, The Kansas City Star named him a 2014 legislative
“winner;” The Star and the Wichita Eagle in 2016 recognized him as a “highly respected”
member of the Kansas Legislature; and the state’s political newspaper of record, The Topeka
Capitol-Journal, in its lead editorial on March 22, 2016, said: “Rubin, an attorney and arbitrator,
is immensely qualified to chair [the House Corrections and Juvenile Justice] committee and has
done an admirable job as chairman.”
Rep. Rubin received his B.A. degree magna cum laude from Boston College in 1970, and his
juris doctorate degree from Washington University in 1973. He is an attorney and arbitrator. He
has served as an active duty Navy JAG officer during the Vietnam era, from 1973-1976;
Assistant Regional Counsel for the Federal Bureau of Prisons and Attorney at the U.S.
Penitentiary in Leavenworth, Kansas from 1982-1985 (qualifying for this position by graduating
first in his class from the Federal Law Enforcement Training Center in Glynco, Georgia); FDIC
senior litigator in Kansas City from 1985-1989, and Regional Counsel for the Atlanta Region of
the FDIC during his previous tenure here in Georgia from 1989-1995; and a U.S. administrative
law judge in Kansas City, Kansas from 1995-2004.
John and his wife of 47 years, Roberta, have two grown daughters, Sandy Rubin of Marietta
and Shana McNeil of Denver, Colorado, and three grandchildren. He is a member of St.
Catherine of Sienna Catholic Church in Kennesaw, was a past president of his previous
residential homeowners association in Kansas, The Woodland Place Homes Association, and is
a member of the Missouri, Kansas and Federal Bar Associations.

 Megan B. Kelley Howard, Esquire
Telephone: (

)

-

Columbus, Georgia 31907
Email Address

EDUCATION
Florida Coastal School of Law Jacksonville, Florida
Juris Doctor, May 2014
First Time Florida Bar Passer, July 2014; First Time Georgia Bar Passer
Honors: Dean’s List, Pro Bono Honors Degree, Women’s Law Student Association President, Animal Law Society Vice President
University of Georgia Athens, Georgia
Bachelor of Arts in Political Science, May 2011
Interdisciplinary Certificate in Leadership and Service, May 2011
Served as Sigma Alpha Lamda National Leadership and Honors Organization Chapter President, Rotaract Interact Day Chairman, Golden
Key International Honor Society Community Service Director, National Society of Collegiate Scholars Relay for Life Team Captain, Delta
Epsilon Iota Academic Honor Society Member
EXPERIENCE
Office of the District Attorney Chattahoochee Judicial Circuit
40 hours per week
Rapid Resolution Program Attorney July 2017-March 2019
Responsibilities included relieving the burden of overcrowding in our local county jail, negotiating guilty pleas for the State of Georgia,
determining which Office of the District Attorney cases were appropriate for the Rapid Resolution Program, and working with local
agencies on alternative sentences when appropriate.
Trial Division Attorney-Property Crimes, January 2017-July 2017
Responsibilities included preparing cases for trial, managing a large caseload, representing the State of Georgia in various court
proceedings, and negotiating guilty pleas for the State of Georgia.
The Law Offices of Ron Sholes, P.A.
Personal Injury Pre-Litigation Attorney April 2016-September 2016
60 hours per week
Responsibilities included managing a large caseload in both Accidental Injury and Automobile Accident Departments, advising clients,
negotiating with insurance adjusters to successfully settle claims, and preparing cases for trial.
The Law Office of Megan Kelley, LLC
Solo Practice Attorney March 2015-April 2016
40 hours per week
Owner and operator of a small solo law practice run out of my home focused on family law matters. Responsibilities include d
representing clients in custody and Termination of Parental Rights hearings, preparing cases for trial, and general office management.
Florida Coastal School of Law Family Law Clinic Jacksonville, Florida
Certified Legal Intern August 2013-December 2013
60 hours per week
Responsibilities included conducting client interviews, managing client cases, researching relevant family and military case law,
preparing appropriate motions, assisting clients with Financial Affidavits, filing Dissolution of Marriage documents, and attending
hearings on behalf of clients under the supervision of a licensed Florida attorney.
Office of the Public Defender 4th Judicial Circuit Jacksonville, Florida
Intern-Felony Division May 2013-July 2013
18-20 hours per week
Responsibilities included assisting attorneys with client interviews and First Appearance hearings, contacting clients for their attorneys,
drafting motions, and speaking with Mental Health Care professionals about Supervised Conditional Release on behalf of clients.
Nassau County Attorney’s Office Yulee, Florida
Intern January 2013-May 2013
10 hours per week, Part Time Internship
Responsibilities included researching legal issues pertaining to county ordinances, finances, and corporate regulations and drafting
memoranda to the Nassau County Attorney advising of legal implications of Nassau County Board of County Commissioner’s decisions.
Public Service Involvement:
Pro Bono Director, Military Spouse JD Network
May 2019-Present
I lead Justice for Military Families, the non-profit arm of the Military Spouse JD Network and assist Gold Star family members with
coordinating volunteer legal representation across the country. I work closely with the Tragedy Assistance Program for Surviv ors to
place these cases and am currently assisting with publication of a nationwide Domestic Violence Guide.
Journalist, Ms. JD
July 2018-July 2019
I wrote articles and blog posts for Ms. JD, a nonprofit organization dedicated to encouraging women in the practice of law. My articles
addressed topics relevant to women seeking or growing careers in the legal profession today.
Honors and Awards: Sigma Alpha Lambda Chapter Leadership Award, Sigma Alpha Lambda Path to Excellence Award, Dean’s List at
Florida Coastal School of Law, Dean’s List at University of Georgia
Community Involvement: Former Public Relations Director Junior League of Columbus, Georgia, Team RWB Ft. Benning/Columbus

 Chapter Officer, Jacksonville Jaycees Director of Management, Ancient City Lions Club, Ponte Vedra Woman’s Club, Beaches Habitat
Young Professionals Social Committee, Jacksonville Junior League, Junior League of Colorado Springs, Safe Place for Pets Organization
Social Media Chairman and Event Coordinator
Articles: 8 Potential Barriers to Women Taking the Bar Exam
http://ms-jd.org/blog/article/8-potential-barriers-to-women-taking-the-bar-exam
Moving with the Military…and a Law License
https://ms-jd.org/blog/article/moving-with-the-military...and-a-law-license