09.12.2019: CIBC Expands US Private Wealth Team—CIBC U.S. Private Wealth Management announced today the addition of Julie Barron and Cass Culp to its US Private Wealth Management team in Boston and Chicago, respectively. Barron joins as a managing director and market manager and Culp joins as vice president and business development officer.
09.03.2019: Lowenhaupt Global Advisors joins CIBC Private Wealth Management—CIBC announced today that Lowenhaupt Global Advisors (LGA), a leading family office in St. Louis and New York, has joined CIBC Private Wealth Management. The combination of these talented teams further builds on our bank's ability to address the complex needs of ultra-high net worth, multi-generational families in the U.S.
04.12.2019: CIBC U.S. Private Wealth Management Names Head of Growth Strategies in Texas and Adds Private Banking Expertise in Dallas and San Francisco—CIBC U.S. Private Wealth Management announced the promotion of Brent Currier, the addition of private banking expertise in Texas and California with the hire of Jennifer Normile in Dallas, and the relocation of Michael Cklamovski from the firm’s Chicago office to the San Francisco location.
04.08.2019: CIBC U.S. Private Wealth Management Recognized as top Multi-Family Office at 2019 Family Wealth Report Awards—CIBC U.S. Private Wealth Management announced the promotion of Brent Currier, the addition of private banking expertise in Texas and California with the hire of Jennifer Normile in Dallas, and the relocation of Michael Cklamovski from the firm’s Chicago office to the San Francisco location.
03.11.2019: CIBC Announces Changes to the CIBC Atlas Clean Energy Index —CIBC U.S. Private Wealth Management announced changes to the CIBC Atlanta Clean Energy Index.
02.27.2019: CIBC U.S. Private Wealth Management Expands Investment and Client Service Teams—CIBC U.S. Private Wealth Management announced the expansion of its investment and client service teams with the addition of three experienced professionals.
02.13.2019: CIBC U.S. Private Wealth Management Receives Award for “Best Investment Platform—Performance” by Private Asset Management—CIBC U.S. Private Wealth Management has received a Private Asset Management (PAM) award for Best Investment Platform—Performance. PAM, a leading financial services industry trade publication, announced the award on February 7 at a ceremony in New York.
02.07.2019: CIBC US Private Wealth Management Names Head of Equities—CIBC announced today that Tricia Bannan, CFA, has been promoted to Head of Equities for CIBC Private Wealth Management.
01.29.2019: CIBC Expands Private Wealth Management Team—CIBC today announced its expansion within the U.S. region as CIBC Private Wealth Management adds five experienced professionals to its private banking and wealth management teams.
* 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.