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525 Okeechobee Blvd. Suite 1630 West Palm Beach, FL 33401
PHONE NUMBER: 561.461.5150
FAX NUMBER: 844.238.1950
View all CIBC Private Wealth offices
OFFICE HEAD:
Jonathan K. Kadish, CFP®, ChFC®, Managing Director & Senior Relationship Manager
WEALTH MANAGEMENT TEAM:
Local team:
Brent Fykes, CFA, CFP®, Managing Director & Head of Growth Strategy
Karolina Bednarska, Vice President
Danielle D. Wallace, Senior Associate & Senior Client Service Manager
These professionals also serve clients from this location:
Bradley Fincher, Managing Director
Michael E. Mortell, CFP®, Managing Director & Senior Relationship Manager
J. Scot Tyson, Managing Director & Senior Relationship Manager
Bruce D. Katz, CFP®, Managing Director & Director of Strategic Alliances
Robert P. McNeill, CIC, Executive Vice President
Halsey O. Schreier, Senior Vice President & Senior Wealth Strategist
Kathleen A. Birmingham, Vice President & Relationship Manager
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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.
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.
