View all offices »
View our local team »
181 West Madison Street, 35th Floor
Chicago, IL 60602
Lisa A. Massini
Lisa Massini is an account manager for CIBC Private Wealth Management, with 16 years of experience in the financial services industry. She provides administrative assistance for client documentation and works with custodians to coordinate account changes, cash management, charitable gift requests, and tax reporting inquiries.
Prior to joining Team Geneva Advisors, which became part of CIBC in 2017, Lisa was employed at William Blair & Company, where she began her financial career.
* 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.