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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
Office Head:
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.
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.
