team_executive:left
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Asset Publisher
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Executive Team
Under the leadership of Jack Markwalter, Chairman and Chief Executive Officer, CIBC Atlantic Trust's team of senior executives brings together industry veterans with extensive experience across a variety of wealth management disciplines.
Chief Executives
John S. Markwalter, Jr., Chairman and CEO
David L. Donabedian, CFA, Chief Investment Officer
Firm Leaders:
Linda S. Beerman, Head of Wealth Strategies
Julia M. Beisel, Director of Client Service Administration
Carolyn C. Donnelly, Director of Marketing and
Strategic Priorities
Mark E. Frazier, CFA, Austin Office Head
Brent Fykes, CFA, CFP®, West Palm Beach Office Head
Lisa M. Garcia, Chief Risk Officer
Jon E. Henderson, CFA, CIC, Chicago Office Co-Head
Bruce D. Katz, CFP®, Director of Strategic Alliances
Marc Keller, Team Executive
Andrew J. Lang, CFA, Newport Beach Office Head
Paul M. McPheeters, CFA, Lead Manager, Master Limited Partnerships
Kenneth G. Pollard, CFA, Chicago Office Co-Head
Dee Ann Schedler, Wilmington Office Head and
Washington, D.C. Office Co-Head
Kishore Setty, CFA, New York Office Head
Steven W. Smith, Washington, D.C. Office Co-Head
Jeffrey S. Thomas, Managing Director
W. Scott Thompson III, CTFA, Atlanta Office Head
Richard O. Vandenberg, Jr., San Francisco Office Head
John W. Winslow, Dallas Office Head
Asset Publisher
null team_executive:left
Executive Team
Under the leadership of Jack Markwalter, Chairman and Chief Executive Officer, CIBC Atlantic Trust's team of senior executives brings together industry veterans with extensive experience across a variety of wealth management disciplines.
Chief Executives
John S. Markwalter, Jr., Chairman and CEO
David L. Donabedian, CFA, Chief Investment Officer
Firm Leaders:
Linda S. Beerman, Head of Wealth Strategies
Julia M. Beisel, Director of Client Service Administration
Carolyn C. Donnelly, Director of Marketing and
Strategic Priorities
Mark E. Frazier, CFA, Austin Office Head
Brent Fykes, CFA, CFP®, West Palm Beach Office Head
Lisa M. Garcia, Chief Risk Officer
Jon E. Henderson, CFA, CIC, Chicago Office Co-Head
Bruce D. Katz, CFP®, Director of Strategic Alliances
Marc Keller, Team Executive
Andrew J. Lang, CFA, Newport Beach Office Head
Paul M. McPheeters, CFA, Lead Manager, Master Limited Partnerships
Kenneth G. Pollard, CFA, Chicago Office Co-Head
Dee Ann Schedler, Wilmington Office Head and
Washington, D.C. Office Co-Head
Kishore Setty, CFA, New York Office Head
Steven W. Smith, Washington, D.C. Office Co-Head
Jeffrey S. Thomas, Managing Director
W. Scott Thompson III, CTFA, Atlanta Office Head
Richard O. Vandenberg, Jr., San Francisco Office Head
John W. Winslow, Dallas Office Head
Asset Publisher
null team_executive:left
Executive Team
Under the leadership of Jack Markwalter, Chairman and Chief Executive Officer, CIBC Atlantic Trust's team of senior executives brings together industry veterans with extensive experience across a variety of wealth management disciplines.
Chief Executives
John S. Markwalter, Jr., Chairman and CEO
David L. Donabedian, CFA, Chief Investment Officer
Firm Leaders:
Linda S. Beerman, Head of Wealth Strategies
Julia M. Beisel, Director of Client Service Administration
Carolyn C. Donnelly, Director of Marketing and
Strategic Priorities
Mark E. Frazier, CFA, Austin Office Head
Brent Fykes, CFA, CFP®, West Palm Beach Office Head
Lisa M. Garcia, Chief Risk Officer
Jon E. Henderson, CFA, CIC, Chicago Office Co-Head
Bruce D. Katz, CFP®, Director of Strategic Alliances
Marc Keller, Team Executive
Andrew J. Lang, CFA, Newport Beach Office Head
Paul M. McPheeters, CFA, Lead Manager, Master Limited Partnerships
Kenneth G. Pollard, CFA, Chicago Office Co-Head
Dee Ann Schedler, Wilmington Office Head and
Washington, D.C. Office Co-Head
Kishore Setty, CFA, New York Office Head
Steven W. Smith, Washington, D.C. Office Co-Head
Jeffrey S. Thomas, Managing Director
W. Scott Thompson III, CTFA, Atlanta Office Head
Richard O. Vandenberg, Jr., San Francisco Office Head
John W. Winslow, Dallas Office Head
Asset Publisher
null team_executive:left
Executive Team
Under the leadership of Jack Markwalter, Chairman and Chief Executive Officer, CIBC Atlantic Trust's team of senior executives brings together industry veterans with extensive experience across a variety of wealth management disciplines.
Chief Executives
John S. Markwalter, Jr., Chairman and CEO
David L. Donabedian, CFA, Chief Investment Officer
Firm Leaders:
Linda S. Beerman, Head of Wealth Strategies
Julia M. Beisel, Director of Client Service Administration
Carolyn C. Donnelly, Director of Marketing and
Strategic Priorities
Mark E. Frazier, CFA, Austin Office Head
Brent Fykes, CFA, CFP®, West Palm Beach Office Head
Lisa M. Garcia, Chief Risk Officer
Jon E. Henderson, CFA, CIC, Chicago Office Co-Head
Bruce D. Katz, CFP®, Director of Strategic Alliances
Marc Keller, Team Executive
Andrew J. Lang, CFA, Newport Beach Office Head
Paul M. McPheeters, CFA, Lead Manager, Master Limited Partnerships
Kenneth G. Pollard, CFA, Chicago Office Co-Head
Dee Ann Schedler, Wilmington Office Head and
Washington, D.C. Office Co-Head
Kishore Setty, CFA, New York Office Head
Steven W. Smith, Washington, D.C. Office Co-Head
Jeffrey S. Thomas, Managing Director
W. Scott Thompson III, CTFA, Atlanta Office Head
Richard O. Vandenberg, Jr., San Francisco Office Head
John W. Winslow, Dallas Office Head
Asset Publisher
null team_executive:left
Executive Team
Under the leadership of Jack Markwalter, Chairman and Chief Executive Officer, CIBC Atlantic Trust's team of senior executives brings together industry veterans with extensive experience across a variety of wealth management disciplines.
Chief Executives
John S. Markwalter, Jr., Chairman and CEO
David L. Donabedian, CFA, Chief Investment Officer
Firm Leaders:
Linda S. Beerman, Head of Wealth Strategies
Julia M. Beisel, Director of Client Service Administration
Carolyn C. Donnelly, Director of Marketing and
Strategic Priorities
Mark E. Frazier, CFA, Austin Office Head
Brent Fykes, CFA, CFP®, West Palm Beach Office Head
Lisa M. Garcia, Chief Risk Officer
Jon E. Henderson, CFA, CIC, Chicago Office Co-Head
Bruce D. Katz, CFP®, Director of Strategic Alliances
Marc Keller, Team Executive
Andrew J. Lang, CFA, Newport Beach Office Head
Paul M. McPheeters, CFA, Lead Manager, Master Limited Partnerships
Kenneth G. Pollard, CFA, Chicago Office Co-Head
Dee Ann Schedler, Wilmington Office Head and
Washington, D.C. Office Co-Head
Kishore Setty, CFA, New York Office Head
Steven W. Smith, Washington, D.C. Office Co-Head
Jeffrey S. Thomas, Managing Director
W. Scott Thompson III, CTFA, Atlanta Office Head
Richard O. Vandenberg, Jr., San Francisco Office Head
John W. Winslow, Dallas Office Head
Asset Publisher
null team_executive:left
Executive Team
Under the leadership of Jack Markwalter, Chairman and Chief Executive Officer, CIBC Atlantic Trust's team of senior executives brings together industry veterans with extensive experience across a variety of wealth management disciplines.
Chief Executives
John S. Markwalter, Jr., Chairman and CEO
David L. Donabedian, CFA, Chief Investment Officer
Firm Leaders:
Linda S. Beerman, Head of Wealth Strategies
Julia M. Beisel, Director of Client Service Administration
Carolyn C. Donnelly, Director of Marketing and
Strategic Priorities
Mark E. Frazier, CFA, Austin Office Head
Brent Fykes, CFA, CFP®, West Palm Beach Office Head
Lisa M. Garcia, Chief Risk Officer
Jon E. Henderson, CFA, CIC, Chicago Office Co-Head
Bruce D. Katz, CFP®, Director of Strategic Alliances
Marc Keller, Team Executive
Andrew J. Lang, CFA, Newport Beach Office Head
Paul M. McPheeters, CFA, Lead Manager, Master Limited Partnerships
Kenneth G. Pollard, CFA, Chicago Office Co-Head
Dee Ann Schedler, Wilmington Office Head and
Washington, D.C. Office Co-Head
Kishore Setty, CFA, New York Office Head
Steven W. Smith, Washington, D.C. Office Co-Head
Jeffrey S. Thomas, Managing Director
W. Scott Thompson III, CTFA, Atlanta Office Head
Richard O. Vandenberg, Jr., San Francisco Office Head
John W. Winslow, Dallas Office Head
Asset Publisher
null team_executive:left
Executive Team
Under the leadership of Jack Markwalter, Chairman and Chief Executive Officer, CIBC Atlantic Trust's team of senior executives brings together industry veterans with extensive experience across a variety of wealth management disciplines.
Chief Executives
John S. Markwalter, Jr., Chairman and CEO
David L. Donabedian, CFA, Chief Investment Officer
Firm Leaders:
Linda S. Beerman, Head of Wealth Strategies
Julia M. Beisel, Director of Client Service Administration
Carolyn C. Donnelly, Director of Marketing and
Strategic Priorities
Mark E. Frazier, CFA, Austin Office Head
Brent Fykes, CFA, CFP®, West Palm Beach Office Head
Lisa M. Garcia, Chief Risk Officer
Jon E. Henderson, CFA, CIC, Chicago Office Co-Head
Bruce D. Katz, CFP®, Director of Strategic Alliances
Marc Keller, Team Executive
Andrew J. Lang, CFA, Newport Beach Office Head
Paul M. McPheeters, CFA, Lead Manager, Master Limited Partnerships
Kenneth G. Pollard, CFA, Chicago Office Co-Head
Dee Ann Schedler, Wilmington Office Head and
Washington, D.C. Office Co-Head
Kishore Setty, CFA, New York Office Head
Steven W. Smith, Washington, D.C. Office Co-Head
Jeffrey S. Thomas, Managing Director
W. Scott Thompson III, CTFA, Atlanta Office Head
Richard O. Vandenberg, Jr., San Francisco Office Head
John W. Winslow, Dallas Office Head