Wealth management firm continues to attract key talent in major markets
ATLANTA, July 22, 2014 /PRNewswire/ - Atlantic Trust, the U.S. private wealth
management division of CIBC (NYSE: CM) (TSX: CM), is pleased to
announce the addition of Susan E. Farris, CFA, to the firm's Boston
office as managing director and senior relationship manager.
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"The addition of Susan to our Boston office underscores Atlantic Trust's
ongoing commitment to hiring the very best talent around the country
and to providing our clients with superior service and customized
investment solutions," says Jack Markwalter, Atlantic Trust chairman
and CEO.
"We are pleased to welcome Susan to our Boston team," says Thomas Riley,
CFA, managing director and head of Atlantic Trust's Boston office. "Our
office manages $6.4 billion in assets and Susan's unique background and
deep experience in working with successful families complements our
efforts to grow our business, while also providing Susan with an
exciting new phase in her career."
As a managing director and senior relationship manager, Farris helps
high net worth families achieve their wealth management objectives. She
brings more than 18 years of industry experience, including most
recently at Windhaven Investment Management, where she was a managing
director. She was previously a vice president in the Private Wealth
Management division of Goldman Sachs & Co. and was a fixed income
strategist with UBS in Zurich and Miami.
Farris graduated magna cum laude from Cornell University with a major in
economics and earned an MBA from the Anderson School of Management at
the University of California, Los Angeles. She also holds the
Chartered Financial Analyst designation, was elected to the board of
directors of the Boston Security Analysts Society in 2014 and serves on
their Private Wealth Program Committee.
Atlantic Trust has hired more than 20 professionals year-to-date,
including 12 at the vice president level or above; 10 are client
relationship managers in Boston, New York, Chicago, Atlanta, Denver,
Houston and Newport Beach. This year, the firm plans to hire more than
30 professionals.
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
$25.4 billion in assets under management (as of June 30, 2014). 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 owns a 41 percent equity
interest in American Century Investments®, a major U.S. asset
management company, serving financial intermediaries, institutions and
individuals, and acquired Atlantic Trust, a premier U.S. private wealth
management firm, in January 2014. You can find other news releases and
information about CIBC in our Media Centre on our corporate website at www.cibc.com.
SOURCE Atlantic Trust Private Wealth Management