View all offices »
View our local team »
100 Federal Street, 37th Floor
Boston, MA 02110
James P. Motsinger
James Motsinger is a client analyst in CIBC Private Wealth Management’s Boston office. In this role, he works closely with senior relationship managers to provide comprehensive client service and administration of accounts for high net worth individuals, families and foundations.
Prior to joining the firm, James was an analyst at U.S. Bank, where he was responsible for conducting investment analysis for large institutional clients.
James received a Bachelor of Business Administration from Babson College with a concentration in finance.
* 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.