View all offices »
View our local team »
2121 N. Pearl St., Suite 1230
Dallas, TX 75201
John W. Winslow, CFA
Director of Insurance Platform Alliances
John Winslow is the director of insurance platform alliances, and also serves as a senior relationship manager representing CIBC Private Wealth in the Dallas and Austin markets. He has more than 25 years of industry experience, working closely with families, individuals and institutions to provide comprehensive investment and wealth strategy solutions to meet their specific needs.
Prior to joining the firm, John was a senior director for BNY Mellon Wealth Management, where he established BNY’s wealth presence in Texas and led the bank’s portfolio management team there.
John earned his Bachelor of Business Administration, cum laude, from Texas Tech University and holds the Chartered Financial Analyst® designation.
He is an active member and former board member of the CFA Society of Dallas/Ft. Worth and is also involved with numerous Dallas-based community organizations, including Community Partners of Dallas, Family Compass, The Storehouse of Collin County and the Boy Scouts of America.
* 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.