Contact Us Employee

Employee Katherine Simmons

Katherine Simmons

Atlanta
3290 Northside Parkway NW, 7th Floor
Atlanta, GA 30327

PHONE NUMBER: 404-881-3400
TOLL-FREE: 866-517-3400
FAX NUMBER: 404-816-7143

Katherine A. Simmons

, CTFA

Associate Vice President

Katherine Simmons is a client service manager for CIBC Private Wealth Management in Atlanta with 13 years of industry experience. In this role, she works closely with relationship managers to provide comprehensive client service and administration of accounts for high net worth individuals, families and foundations.

Prior to joining the firm in 2010, Katherine was a wealth management senior support associate with SG Financial Advisors, supporting client communications, client investment portfolios and firm-wide compliance regulations. Previously, she was an account manager and adjuster with Amica Mutual Insurance Company.

Katherine earned a Bachelor of Science with a concentration in finance from Auburn University in Alabama and holds the Certified Trust and Financial Advisor certification. In 2015, she was honored with a CIBC Unsung Heroes Achievers Award.

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights