View all offices »
View our local team »
100 Crescent Court, Suite 700
Dallas, TX 75201
Suzy V. Conley
Suzy Conley is a senior relationship manager representing CIBC Private Wealth Management in Dallas and Austin. With more than 25 years of experience, she works closely with high net worth families, foundations and endowments to design and implement thoughtful wealth management and investment solutions.
Prior to joining the firm in 2004, Suzy served as assistant director of principal gifts for Stanford University's Office of Development. From 1998 to 2003, she was an investment advisor with Morgan Stanley Private Wealth Management in San Francisco. Suzy began her career at Goldman Sachs & Co., where she worked as a financial analyst in the Investment Banking Division in New York and Los Angeles.
Suzy earned a Bachelor of Arts degree, cum laude, in political science and economics from Colgate University and a Master of Business Administration degree from Stanford University. She is a member of Texas Wall Street Women and National Charity League (Lakewood Chapter).
* 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.