View all offices »
View our local team »
120 S. LaSalle Street
Chicago, IL 60603
Bradley A. Rist, AIF®
Brad Rist is a retirement plan consultant for CIBC Private Wealth Management, with 15 years of industry experience. In this role, he is responsible for servicing investment accounts and qualified plans, providing investment advisory services and planning design consulting services for ERISA-qualified plans.
Prior to joining CIBC, Brad was a regional sales director for Lincoln Financial Group. Previously, he was a vice president of sales for Keeley Funds, and an investment consultant for SIP America.
Brad received a Bachelor of Arts degree in communications from the University of Iowa and holds the Accredited Investment Fiduciary® designation.
* 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.