Firm continues to attract top talent as business grows in key markets
ATLANTA, April 10, 2014 /PRNewswire/ - Atlantic Trust, the U.S. private wealth
management division of CIBC (NYSE: CM) (TSX: CM), announced today that
it continues to expand in New York, Houston and Atlanta, hiring three
new relationship managers who collectively bring almost 40 years of
portfolio and wealth management experience to the firm.
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Kishore Setty, CFA, Daniel C. Carter and Giovanni "Gio" Boccia joined
the firm's New York, Houston and Atlanta offices, respectively, earlier
this month. Setty has joined as a senior vice president and
relationship manager, and Carter has joined as a senior vice president
and senior relationship manager. In these roles, Setty and Carter
provide comprehensive portfolio and wealth management solutions for
high-net-worth individuals, families, foundations and endowments.
Boccia is a vice president and associate relationship manager,
responsible for assisting the senior team with the development and
execution of portfolio management, asset allocation, financial
planning, and estate planning strategies.
"The additions of Kishore, Dan and Gio position Atlantic Trust to
continue providing exceptional client service as our client base grows
in New York, Houston and Atlanta," says Jack Markwalter, chairman and
CEO of Atlantic Trust. "These key hires are part of our ongoing,
firm-wide initiative to attract talented professionals to our team,
especially in regions where there is a concentration of wealth."
"We are pleased that these experienced, reputable wealth advisors have
chosen Atlantic Trust as the right home to continue serving their
clients and building their careers," said Eric Propper, president of
Atlantic Trust.
Kishore Setty brings more than 13 years of industry experience. Prior to
joining Atlantic Trust, Setty was a portfolio manager at US Trust,
where he was responsible for managing over $600 million in client
assets. Previously, Setty was with Old Mutual Asset Management and
Prudential, where he focused on portfolio construction of multi-manager
portfolios for institutional and retail clientele. Setty earned a
Bachelor of Arts in economics from Tufts University. He holds the
Chartered Financial Analyst designation and is a member of the CFA
institute.
Daniel Carter brings more than 15 years of industry experience. Prior to
joining Atlantic Trust, Carter worked at RNS Capital LP, where he
assisted with the development and management of the firm, focusing on
capital development and investor relations. Prior to RNS, Carter has
worked at Donaldson, Lufkin and Jenrette; Morgan Stanley and UBS. He
earned a Bachelor of Arts in government and a Master of Business
Administration from the University of Texas. While at UT, Carter was a
Texas Cowboy and was selected as the Distinguished Naval Graduate. He
also served on active duty with the U.S. Marine Corps and was awarded
the Navy Achievement and Humanitarian Medals.
Giovanni Boccia brings nine years of industry experience. Prior to
joining Atlantic Trust, Boccia served as a vice president and
investment portfolio manager with the Private Wealth Management Group
at SunTrust Bank. In that role, Boccia was also a member of the
portfolio construction group, where he helped construct and monitor
strategy portfolios. Boccia earned a Bachelor of Science in commerce
from DePaul University and a Masters of Business Administration from
Georgia State University with a concentration in finance. He has also
completed the DePaul University Financial Planning Certificate Program
and is working towards obtaining the CERTIFIED FINANCIAL PLANNER™
designation.
They bring the total number of new hires this year to 12, including
Charles "Charlie" F. Fowler, who joined the Newport Beach office on
February 10 as a vice president and relationship manager.
About Atlantic Trust
Atlantic Trust is one of the nation's leading private wealth management
firms, offering integrated wealth management for high net worth
individuals, families, foundations and endowments. The firm considers
clients' financial, trust, estate planning and philanthropic needs in
developing customized asset allocation and investment management
strategies. Experienced professionals deliver a broad range of
solutions, including proprietary investment offerings and a robust open
architecture platform of traditional and alternative managers. Atlantic
Trust operates in 12 full-service locations throughout the U.S. with
$24.0 billion in assets under management (as of December 31, 2013). For
more information, visit www.atlantictrust.com.
About CIBC
CIBC is a leading Canadian-based global financial institution. Through
our Retail and Business Banking, Wealth Management and Wholesale
Banking businesses, CIBC provides a full range of financial products to
individual, small business, commercial, corporate and institutional
clients in Canada and around the world.
CIBC Wealth Management provides relationship-based advisory services and
an extensive suite of leading investment solutions to meet the needs of
personal, institutional and high-net-worth clients through an extensive
distribution network, that includes CIBC Private Wealth Management,
CIBC Wood Gundy and CIBC Investor's Edge. Our asset management, retail
brokerage and private wealth management businesses combine to create an
integrated offer, delivered through nearly 1,500 advisors across
Canada. In addition, CIBC Asset Management provides global money
manager services to institutional and high-net-worth clients and
industry-leading retail investment solutions through our two mutual
fund families—CIBC and Renaissance—and the CIBC family of managed
portfolio solutions.
SOURCE Atlantic Trust Private Wealth Management