Carolyn Donnelly
Atlanta 3290 Northside Parkway NW, 7th Floor Atlanta, GA 30327
Phone number:
404-881-3400
Toll-free:
866-517-3400
Fax number:
404-816-7143
Carolyn C. Donnelly
Managing Director
Carolyn Donnelly is chief client engagement officer for CIBC Private Wealth, with leadership of key initiatives designed to deepen and expand client relationships. Currently, Carolyn is enhancing services for ultra-high net worth, multi-generational client families through CIBC Family Office. She serves as an ambassador for these families, as well as business owners and corporate executives, engaging CIBC experts across private wealth, banking and capital markets globally to provide holistic financial solutions. She also is a member of the CIBC Private Wealth US Operating Committee.
Previously, Carolyn served as director of marketing and strategic priorities. During her 16-year tenure in this role, CIBC Private Wealth experienced top-quartile client retention and record growth, supported by her team’s timely, insightful communications and high-quality events. She also built the legacy Atlantic Trust brand to be recognized as a top luxury brand (The Luxury Institute, 2014) before overseeing the brand’s transition to CIBC Private Wealth.
Carolyn earned a Master of Business Administration from the Yale School of Management, where she was recognized as a Dean's Scholar. She holds a Bachelor of Science in education from the University of Georgia (UGA), graduating summa cum laude with honors. She began her career in development for the Georgia Tech Athletic Association.
Serving on The Carter Center Board of Councilors, Carolyn supports its mission of waging peace, fighting disease and building hope. Within CIBC, she has led a variety of community outreach initiatives over the years and is now active with the US Inclusion and Diversity Champions. She also is a former board member and marketing committee chair for CHRIS 180, which provides high-quality, trauma-informed behavioral health services.
With two active young children, Carolyn and her husband Keith fill a variety of leadership and volunteer roles with Christ the King School. Their family enjoys travel, yet the special place they return to most often is Seabrook Island, SC.
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
2014, Luxury Institute, Luxury Brand Status IndexTM - Wealth Management. July 2014.
Atlantic Trust was ranked 2nd out of 39 U.S. wealth management firms. The ranking was based on a survey of investors with an average net worth of $15 million and average annual income of $800,000, evaluating firms on quality, exclusivity, social status of clients and the ability to make clients feel special across the full customer experience. Atlantic Trust was rebranded to CIBC Private Wealth in 2018.
Rankings, ratings or awards may not be representative of any specific client's experience. Any reference to a ranking, rating or an award provides no guarantee for future performance results and is not constant over time.
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