Jack Markwalter, Chief Executive Officer
Judith Saxe, Senior Wealth Strategist
Dee Ann Schedler, Senior Relationship Manager
Barry Berlin, Senior Relationship Manager
Scott Thompson, Senior Relationship Manager
Our business model has earned our clients' trust. Learn how our unique value proposition can benefit you and your family.
Endowments and foundations turn to CIBC Private Wealth for investment programs that perform. For more than 60 years,* we have been helping organizations preserve the value of their funds even while they maintain target spending rates.
We continue to earn national recognition for excellence in private wealth management, client service and family office services.
*through predecessor firms
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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.
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For further assistance, please contact your Atlantic Trust client service team.