View all offices »
View our local team »
181 West Madison Street, 35th Floor
Chicago, IL 60602
Matthew A. Roma, CFA
Matt Roma is an institutional relationship manager for CIBC Private Wealth Management, with 12 years of industry experience. In this role, he is responsible for building relationships with RIA’s, regional consultants, family offices, banks and trusts.
Prior to joining the firm, Matt worked in sales for Cedar Capital where developed new business relationships across all channels in multiple regions of the country. He was also the head of product management, responsible for developing and delivering educational content to investment advisors in areas including portfolio construction and practice management.
Matt received a Bachelor of Science degree in finance from the University of Rhode Island and a Master of Business Administration degree from the University of Chicago, with concentrations in economics, finance and accounting, and subsequently, his Chartered Financial Analyst® designation. He is a member of the CFA Society of Chicago.
* 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.