At a Glance: CIBC Private Wealth Management - U.S.

~$53 BILLION

in AUMA

150 YEARS

history of CIBC

19 CITIES

with U.S. offices

15:1

client-to-employee ratio

AWARD-WINNING

firm in industry

97%

client retention

*All figures as of June 30, 2018.

John P. Huber

Managing Director and Co-Head, Team Geneva Advisors

"With the addition of Team Geneva Advisors, CIBC Private Wealth Management now has approximately $53 billion in assets under management and administration, and more than 500 professionals who serve clients from offices in 19 locations across the country. Working together, we have the ability to deliver an even more robust complement of investment management, wealth strategies and legacy planning, and streamlined access to private banking, deposit and lending services through CIBC Bank USA. Our merger provides more breadth and depth of resources and makes us part of a leading wealth management firm in the U.S., with more than 95 years of serving affluent clients and families through predecessor firms." Contact John

History and Heritage

CIBC Atlantic Trust Private Wealth Management, now part of CIBC Private Wealth Management, was the successful combination of four firms. We built a strong foundation on our common mission of providing extraordinary client service and broad wealth management capabilities:

New York-based
Whitehall Asset Management
founded 1923

Chicago-based
Stein Roe Investment Counsel
founded 1932

Boston-based
Pell Rudman Trust Company
founded 1980

Chicago-based
Geneva Advisors
founded 2003