09.25.2018: CIBC Expands Private Wealth Management Team Nationwide—CIBC announced the expansion of its private wealth management business with the addition of six experienced financial services professionals to its private wealth management team
09.20.2018: CIBC Announces Changes to the CIBC Atlas Clean Energy Index—CIBC announced that the index rebalance following close of business on September 21, 2018 will result in changes to the CIBC Atlas Clean Energy Index (the “Index”).
09.04.2018: CIBC Announces New Private Wealth Leader in Newport Beach - Kimberly Dwan Bernatz—Kimberly Dwan Bernatz, CFP®, AEP®, has joined CIBC Private Wealth Management as managing director and head of the Newport Beach office. Andrew Lang, CFA, who has more than 20 years of tenure through legacy firms, will continue serving his existing clients as a senior relationship manager and will partner with Kimberly in continuing to expand the firm’s presence in Southern California and Arizona.
06.25.2018: CIBC Extends Private Wealth Brand Across U.S.— CIBC Atlantic Trust Private Wealth Management will join the bank’s broader North American wealth management businesses in operating under the CIBC Private Wealth Management name.
06.04.2018: CIBC Expands Commercial Banking and Private Wealth Management Teams in Denver—CIBC announced its expansion within the U.S. region as CIBC Bank USA adds two experienced bankers to its commercial banking and wealth management teams in Denver. The new hires reflect CIBC’s ongoing commitment to growing its North American banking platform and enhancing its capabilities in chosen U.S. markets.
03.19.2018: CIBC Atlantic Trust Receives FWR Awards for “Leading Individual Multi-Family Office,” “Women in Wealth” and “Private Client Investment Platform”—Family Wealth Report is a leading trade publication covering news and other developing stories in North American wealth management, family office and high net worth/ultra–high net worth sectors.
03.06.2018: CIBC Atlantic Trust Receives Award for “Best Investment Platform—Performance” by Private Asset Management (PDF)—PAM, a leading financial services industry trade publication, announced the award on February 8 at a ceremony in New York.
03.01.2018: CIBC Atlantic Trust Expands Its Wealth Strategies Group in Atlanta and Chicago (PDF)—CIBC Atlantic Trust Private Wealth Management announced that Beth Mayfield and Theresa Marx have joined its Wealth Strategies Group in Atlanta and Chicago, respectively. Mayfield joins as a managing director and Marx as a senior vice president.
01.22.2018: CIBC Atlantic Trust Adds Private Banking Expertise in Boston Through Affiliate CIBC Bank USA (PDF)—CIBC Atlantic Trust Private Wealth Management today announced the addition of private banking expertise in its Boston office as Peter L. Kugeler joins its affiliate CIBC Bank USA as managing director and senior private banker.
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