2121 N. Pearl St., Suite 1230
Dallas, TX 75201
PHONE NUMBER: 214.743.8440
TOLL-FREE: 866 517-3400
View all CIBC Private Wealth offices
Erin S. Dickes, Team Executive & Senior Relationship Manager
Wealth Management Team:
Suzy V. Conley, Managing Director & Senior Relationship Manager
Bruce L. Klein, CFA, Managing Director & Senior Relationship Manager
Elizabeth Nichols, Managing Director & Senior Wealth Strategist
Jennifer Normile, CFP®, Managing Director & Market Manager
John W. Winslow, CFA, Director of Insurance Platform Alliances
David J. Moody, Senior Vice President
Claire K. Hurley, Senior Associate & Client Service Manager
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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.
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For further assistance, please contact your Atlantic Trust client service team.