View all offices »
View our local team »
100 Federal Street, 37th Floor
Boston, MA 02110
Joseph A. Beauchaine, CFP®, CAIA
Senior Vice President
Joe Beauchaine is a relationship manager in CIBC Private Wealth Management's Boston office, with 18 years of industry experience. In this role, he works closely with senior relationship managers to provide comprehensive client service, asset allocation solutions, day-to-day portfolio management, investment implementation, performance analysis and reporting.
Prior to joining the firm in 2004, he worked as an associate at State Street Wealth Management Services. In this position, he worked exclusively in the mutual fund division and serviced institutional clients. Joe began his career in the financial services field at Investors Bank & Trust in 2000, where he was an associate in the mutual fund accounting division for Commonfund.
He currently serves as chair of the Boston Center for Adult Education’s investment committee and is an active member of the Financial Planning Association of Massachusetts and the Boston Estate Planning Council.
Joe earned a Bachelor of Arts in political science and management from Assumption College and holds the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Alternative Investment Analyst designation. He also chairs the investment and finance committees at the Boston Center for Adult Education and in 2018 was honored with CIBC's Best Mentor/Role Model Achievers Award.
* 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.