Dedicated to delivering exceptional
performance and service.
"I grew up in this business—literally. My father was in wealth management for 45 years, and I would go to the office with him. I learned about the markets and how to treat clients. Since I started my career as a client relationship manager, one of the most rewarding aspects has been working with clients I have known since my early days in the business. Since 2004, I’ve been privileged to lead our private wealth business, where we commit to earn our clients’ trust every day, just as I learned growing up."
John S. "Jack" Markwalter Jr.
Chief Executive Officer
CIBC Private Wealth Management
Winner, Leading Individual (Multi-Family Office)
Family Wealth Report, 2018
CIBC Private Wealth Management is the successful combination of six firms. We have a strong foundation built on our common mission of providing extraordinary client service and broad wealth management capabilities:
Our professionals are dedicated to delivering exceptional performance and service with an unwavering focus on you and your best interests. As you browse our website, we hope you will be inspired to articulate your own vision for your wealth. It would be our privilege to help you bring that vision to life.
* 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.