100 International Drive, 23rd Floor
Baltimore, MD 21202
1201 F Street NW, Suite 900
Washington, D.C. 20004
PHONE NUMBER: 202 783-4144
TOLL FREE: 866 644-4144
FAX NUMBER: 202 737-5487
View all CIBC Private Wealth offices
Dee Ann Schedler, Managing Director & Senior Relationship Manager
Steven W. Smith, Managing Director & Senior Relationship Manager
Wealth Management Team:
Kevin M. Fearnow, CFP®, Managing Director
Luis A. Iraheta, Managing Director & Market Manager
Bruce D. Katz, CFP®, Director, Strategic Alliances
Kyle W. Marotta, CFP®, Senior Vice President & Senior Relationship Manager
Halsey O. Schreier, Senior Vice President & Senior Wealth Strategist
Jason L. Stoneman, CFA, Senior Vice President & Relationship Manager
Donna M. Cole, Vice President & Senior Client Service Manager
Shady Jadali, Vice President & Associate Relationship Manager
Damara R. Jones, Vice President & Senior Client Service Manager
Soheila M. Tari, Vice President & Senior Client Service Manager
Gemma F. Woods, Senior Associate & Senior Client Service Manager
David L. Donabedian, CFA, Chief Investment Officer
John C. Tennaro, CIMA®, CSRIC™, Senior Vice President & Head of ESG & Impact Investing Solutions
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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.
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For further assistance, please contact your Atlantic Trust client service team.