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743 North Water Street Milwaukee, WI 53202
PHONE NUMBER: 414-291-7100
View all CIBC Private Wealth offices
Office Head:
John O'Neil, Managing Director
Wealth Management Team:
Brian Amore, Managing Director & Private Banker
Timothy M. Hocevar, Managing Director & Private Banker
Aaron Wilson, Private Banking Officer
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Internal Custody:If your assets are custodied with Atlantic Trust, please select the internal custody version of Atlantic Trust Portfolio Online to view your portfolio information.
External Custody:If your assets are custodied with an external custodian, such as Schwab, Fidelity or The Bank of New York, you may access the external version of Atlantic Trust Portfolio Online.
Sponsored Funds Investors:If you are an investor in any of the Atlantic Trust Sponsored Funds, you may access the Atlantic Trust Investor Dashboard here.
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For further assistance, please contact your Atlantic Trust client service team.
