View all offices »
View our local team »
181 West Madison Street, 35th Floor
Chicago, IL 60602
Stacey L. Velez, CFP®
Senior Vice President
Stacey Velez is a senior relationship manager for CIBC Private Wealth Management with 18 years of experience advising high net worth individuals on their financial matters. She acts as a trusted financial advisor to a select group of successful individuals and families, providing customized and comprehensive wealth management solutions in San Francisco and the surrounding Bay Area.
Prior to joining Team Geneva Advisors, which became part of CIBC in 2017, Stacey marketed venture-backed private placements to institutions and individual investors at Advanced Equities Inc. Previously, for over seven years, she was a private client consultant with Charles Schwab & Co., Inc., in the Chicago area. In that role, Stacey created and implemented custom portfolios for high net worth individuals.
Stacey is a graduate of Loyola University in Chicago, where she earned a Bachelor of Science degree in biology and earned her CERTIFIED FINANCIAL PLANNER™ 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.