View all offices »
View our local team »
120 S. LaSalle Street
Chicago, IL 60603
Associate Managing Director
Shelley Hasner is a relationship manager for CIBC Private Wealth Management’s Corporate Retirement Plan Services Team, with 15 years of industry experience. In this role, she is responsible for overseeing plan conversions, drafting plan documents, interfacing with recordkeeping partners, assisting clients with administrative responsibilities and consulting for special projects that require ERISA expertise.
Prior to joining the firm, Shelley was a manager and senior consultant at Verisight, Inc., where she provided high-level consultative services to long-standing clients and developed key relationships with outside advisory teams to promote existing services and new business development. Previously, she was a defined contribution analyst for The Standard, where she was responsible for reviewing, analyzing and evaluating defined contribution programs for The Standard’s Retirement Plans Division.
Shelley received a Bachelor of Science degree in business administration from Northern Arizona University. Additionally, she is an Enrolled Retirement Plan Agent (ERPA) with the Internal Revenue Service and also holds the Qualified Pension Administrator (QPA) certification.
* 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.