View all offices »
View our local team »
11 Greenway Plaza, Suite 2625
Houston, TX 77046
Vashni T. Carter
Vashni Carter is a client services associate for CIBC Private Wealth Management’s Houston office, with 11 years of industry experience. In this role, she is responsible for providing cross-functional account and administrative support for CIBC Private Wealth Management’s high net worth client portfolios.
Vashni joined the firm from Bank of New York Mellon, where she was responsible for the day-to-day administration of client portfolios and helped relationship managers with reporting, research and other core functions. Previously, she was a senior account manager at JPMorgan Chase Bank, where she managed portfolios ranging from $1 million to $4 billion in asset-based lending, syndicated and commercial credits.
Vashni is a member of the Houston Toastmasters, a nonprofit educational organization that helps members improve their communication, public speaking and leadership skills.
* 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.