View all offices »
View our local team »
100 Saint Paul Street, Suite 700
Denver, CO 80206
Richard A. Havey, CFA
Dick Havey is a senior relationship manager, investment professional and office head for CIBC Private Wealth Management in Denver, with more than 35 years of experience in equity analysis, as well as money market, fixed income and balanced portfolio management.
Prior to joining the firm in 1999, Dick served as a senior portfolio manager with Norwest Investment Management & Trust for nearly 15 years. He began his career with Marine Bank, serving as a portfolio manager and equity analyst.
Dick earned a Bachelor of Science in finance from the University of Illinois at Champaign and holds the Chartered Financial Analyst® designation.
He is a past president and director of the CFA Society of Colorado and a member of the CFA Institute. In 2016, he was honored with a CIBC Best Mentor/Role Model Achievers Award.
* 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.