View all offices »
View our local team »
100 Federal Street, 37th Floor
Boston, MA 02110
Jeffrey S. Thomas, CFA
Jeff Thomas is a senior relationship manager in CIBC Private Wealth Management's Boston office. He joined the firm in 1986 and served as chief investment officer for more than 20 years, chaired the firm's Asset Allocation Committee, was an original applicant and board member of the predecessor trust company to CIBC National Trust Company and president of Atlantic Whitehall Funds.
Previously, Jeff held senior positions at Scudder, Stevens & Clark and New England Merchants Bank. He began his career as an investment officer at Northern Trust Company.
Jeff is a member of the Boston Security Analysts Society, a past member of the Bank Analysts Association of Boston and former president of the Boston Media Analysts Group. He has served as trustee and chairman of the investment committee of Newton-Wellesley Hospital, and is currently a director of the Newton-Wellesley Hospital Charitable Foundation. He is also a corporation member for Partners Healthcare System and was a corporation member for The Winsor School.
He is treasurer and member of the Board of Governors for the Handel and Haydn Society. He is also a member of the New England Advisory Board for the Network for Teaching Entrepreneurship (NFTE). He is a deacon and past chair of the finance committee of Wellesley Hills Congregational Church.
Jeff earned a Bachelor of Science in finance from Miami University and a Master of Business Administration in finance from the University of Chicago. He holds the Chartered Financial Analyst designation.
* 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.