View all offices »
View our local team »
181 West Madison Street, 36th Floor
Chicago, IL 60602
Allison L. Smith
Allison Smith is the National Group Portfolio Manager for CIBC Private Wealth in Chicago with more than 25 years of industry experience. In this role, she is responsible for oversight of the firm’s Private Banking portfolio, with a focus on the credit portfolio. She also serves as the liaison between front-line relationship and credit risk management teams and manages Underwriting for the firm’s national footprint as well as the Private Banking Client Service Team.
Prior to joining the firm, Allison was the Regional Director for Operations at BMO Private Bank, where she oversaw the implementation of strategic initiatives and day-to-day operations. She also held overall responsibility for initiatives management, workforce planning, compliance, audit/governance, administration functions and real estate management. Prior to that role, Allison was a Senior Vice President and Managing Director for BMO in Southeast Wisconsin, where she led a team of wealth management professionals serving high net worth individuals and families with various wealth management needs and goals.
Allison received a Bachelor of Commerce degree from McMaster University, and graduated from the Graduate School of Banking at LSU. In 2016, she received the Chairman’s Award from The PrivateBank (which became part of CIBC in 2018), and was named a Five Star Wealth Management Advisor from 2006-2008 by Gulfshore Life magazine in Southwest Florida.
Allison is a former member of the Columbia St. Mary’s Hospital Foundation board of directors, the Wisconsin Humane Society board of directors, the Milwaukee Institute of Art and Design board of trustees, and previously volunteered on the Diocese of Venice’s financial council.
* Required fields
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.
Safari Browser Users:To access login links, you will need to deselect the "Block pop-up windows" option under your security preferences.
For further assistance, please contact your Atlantic Trust client service team.