View all offices » View our local team »
181 West Madison Street, 36th Floor Chicago, IL 60602
Theresa M.H. Marx Senior Vice President
Theresa Marx is a senior wealth strategist for CIBC Private Wealth Management in Chicago, with 15 years of industry experience. In this role, she is responsible for developing integrated wealth management solutions and providing comprehensive estate and financial planning services to high net worth clients.
Prior to joining the firm, Theresa was senior counsel for BMO Harris Bank N.A., where she worked closely with senior management and trust professionals on fiduciary and estate planning issues. Previously, Theresa was a partner and, earlier, an associate at Schiff Hardin LLP, where she focused her practice on estate planning for high net worth individuals. Her practice at Schiff Hardin included multi-generational planning, international estate planning, business succession planning, and working closely with clients and their advisors to implement a variety of wealth transfer strategies.
Theresa received a Bachelor of Science in secondary education (mathematics), summa cum laude, from the University of Dayton and a Juris Doctor, magna cum laude, from the Loyola University Chicago School of Law. She is a member of the Chicago Bar Association, where she also serves on the Executive Committee for the Trust Law Committee. Additionally, Leading Lawyers included Theresa on its 2015 emerging lawyers™ list.
* 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.