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111 Congress Avenue, Suite 1830 Austin, TX 78701
PHONE NUMBER: 512 651-7800
TOLL FREE: 866 514-3187
View all CIBC Private Wealth offices
OFFICE HEAD:
Mark E. Frazier, CFA, Managing Director & Senior Relationship Manager
WEALTH MANAGEMENT TEAM:
Suzy V. Conley, Managing Director & Senior Relationship Manager
John W. Winslow, CFA, Managing Director & Director of Insurance Platform Alliances
Amie A. Hershberger, Vice President & Senior Client Service Manager
LaVern Z. Peña, Vice President & Client Service Manager
Luke A. Peña, Senior Associate & Senior Client Analyst
These professionals also serve clients from this location:
Jennifer Normile, CFP ®, Managing Director & Market Manager, Private Banking
David J. Moody, Senior Vice President
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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.
