Working with your relationship manager, private banker and other advisors—accountants and attorneys—we move your plan from where it is today to where you want it to be in the future.
Contact a CIBC Private Wealth advisor to learn more about our wealth strategies approach.
Linda S. Beerman, Head of Wealth Strategies
Ryan Christine Coulson, Managing Director
Beth McRae Mayfield, Managing Director
Joshua S. Miller, CFP®, Managing Director
Theresa M.H. Marx, Managing Director
Rebecca W. Milliman, Managing Director
Halsey O. Schreier, Managing Director
Judith A. Saxe, AEP®, CAP®, Director of Research and Education
Catherine L. Schnaubelt, Managing Director
Amanda B. Regnier, Vice President
Head of Wealth Strategies
Senior Wealth Strategist
Saxe, AEP®, CAP®
Director of Research and Education
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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.