View all offices »
View our local team »
100 Federal Street, 37th Floor
Boston, MA 02110
Thomas P. Walsh, CFA, CTFA
Senior Vice President
Tom Walsh is a relationship manager in CIBC Private Wealth Management's Boston office with 12 years of industry experience. In this role, he develops and implements wealth management solutions for high net worth families, foundations and endowments.
Previously, Tom was a portfolio manager with the Investment Solutions Group of State Street Global Advisors, where he specialized in the management of foundations, endowments and charitable trusts and was responsible for setting asset allocations and reviewing portfolios with clients.
Tom earned a Bachelor of Science in math from Adelphi University and a Master of Business Administration with a concentration in finance from Long Island University. He also holds the Chartered Financial Analyst® and the Certified Trust and Financial Advisor (CTFA) certifications.
In addition, Tom serves as a Commissioner of Trust Funds for the Town of Topsfield, MA, and as a corporate trustee for the Trustees of Reservations. In 2016, Tom was honored by his colleagues with a CIBC GEM (Goes the Extra Mile) 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.