Current Roles

Employees:
397
Revenue:
$104.2M
About
What's your vision for "success"?? From close to a century of working with affluent individuals and families,* we've learned that success often means achieving a sense of satisfaction and joy about the use of your wealth for yourself, your family and causes you hold dear. It also means having peace of mind about your financial affairs, trusting that your wealth advisor is managing the complexities of wealth ownership. Additionally, for some, it means that plans are in place to realize your vision for broader community impact and a lasting family legacy. *Through predecessor firms
CIBC Atlantic Trust Private Wealth Management Address

Atlanta, GA
United States
CIBC Atlantic Trust Private Wealth Management Email
CIBC Atlantic Trust Private Wealth Management Phone Numbers
404-881-3400

Past Companies

CIBC Atlantic Trust Private Wealth ManagementHead of Equities
CIBC Atlantic Trust Private Wealth ManagementManaging Director / Senior Portfolio Manager
Dean's Executive Advisory Board, Peter T. Paul College of Business and Economics, UNHBoard Member

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