12.11.2017: As Capabilities Expand, CIBC Atlantic Trust Private Wealth Management Relocates to the Cherry Creek Neighborhood (PDF)—CIBC Atlantic Trust Private Wealth Management has relocated its Denver office to the Cherry Creek neighborhood. The new office provides better accessibility and room for growth as we expand our capabilities to serve our clients with our premier investment management and access to private banking solutions.
11.07.2017: CIBC Atlantic Trust Private Wealth Management Expands Its Presence in Texas (PDF)
CIBC Atlantic Trust Private Wealth Management, one of the U.S. private wealth management divisions of CIBC (NYSE: CM) (TSX: CM), announced that W. Brent Currier has joined the firm as managing director and business development officer covering the Dallas and Austin markets.
05.09.2017: Linda Beerman to Resume Role as CIBC Atlantic Trust Wealth Strategies Head (PDF)
Linda S. Beerman has returned as head of Wealth Strategies Group, which she created in 2001. Over the last 16 years at CIBC Atlantic Trust, Beerman has been a leader in numerous roles, including chief fiduciary officer and serving on the firm-wide Operating Committee.
03.17.2017: CIBC Atlantic Trust Receives “Private Client Investment Platform” Award from Family Wealth Report (PDF)
CIBC Atlantic Trust has received the Private Client Investment Platform award from Family Wealth Report (FWR). This is the third consecutive year that CIBC Atlantic Trust has been recognized by FWR.
02.28.2017: CIBC Atlantic Trust Receives Awards for “Best Investment Platform—Performance” and “Best Trusts and Estates Division” by Private Asset Management (PDF)
The 2017 PAM Awards were announced on February 13 at a ceremony in New York, and CIBC Atlantic Trust was one of only two firms to collect two awards that evening.
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