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Private Wealth Management

Rebecca W. Milliman

Managing Director


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Women’s CIRCLE Meets to Discuss Legacy Legends in Chicago

Posted on 11.10.2016 at 3:00 PM

Our Chicago office was pleased to host the latest installment of Atlantic Trust’s Women’s CIRCLE event series last week. Titled “Legacy Legends: Preserving Your Family’s True Treasure,” the evening event gave our guests an opportunity to discuss the meaning and importance of legacy for their own families.


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Supreme Court Ruling on Same-Sex Marriage

Posted on 07.22.2015 at 7:03 PM

Recently, the U.S. Supreme Court again addressed the issue of same-sex marriage, this time in a series of cases collectively known as Obergefell v. Hodges. The Court also addressed this issue in 2013, in United States v. Windsor, where in that case, the Supreme Court held that a marriage between a same-sex couple shall be recognized for purposes of federal law if the marriage was legally authorized in the state in which it was...


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Becky Milliman is a wealth strategies professional and fiduciary representative for the Chicago office of Atlantic Trust, with more than 14 years of industry experience. In this role, she is responsible for the development of integrated wealth management plans for clients and provides the fiduciary administration for individual trusts and foundations. She also sits on the firm's trust committee, a group charged with reviewing the actions of the local trust committees regarding asset reviews in discretionary accounts and the actions of the trust discretionary committee. Prior to joining Atlantic Trust in 2002, Becky was a firm associate responsible for the ongoing review and assessment of wealthy family financial affairs with Frye Louis Capital Management, Inc. Previously, Becky practiced law with Katten Muchin Zavis as an associate in the estate planning and tax department. She earned a law degree summa cum laude from the John Marshall Law School and a Bachelor of Arts from Drake University. Becky also serves on the Northwestern Lake Forest Hospital Women’s Board in Illinois.

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CIBC ATLANTIC TRUST CONTRIBUTORS

  • John S. Markwalter Jr.
    Chairman and CEO
  • Rebecca W. Milliman
    Managing Director
  • Eric B. Propper CFA
    President
  • Cathy I. Becker
    Senior Vice President
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    Managing Director
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    Managing Director
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    Managing Director
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    Managing Director
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    Guest Contributor
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    Guest Contributor
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  • W. Scott Thompson
    Managing Director
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    Senior Vice President
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    Managing Director
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    Senior Vice President
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    Associate Vice President
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    Senior Vice President
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    Managing Director
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    Managing Director
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    Managing Director
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    Senior Vice President
  • Samuel Adams
    Vice President
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    Vice President
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    Managing Director
  • Denise Whennen
    Senior Vice President
  • Wanda Colburn
    Managing Director
  • Susan Farris CFA
    Susan Farris, CFA
  • Amanda Marsted
    Managing Director
  • Thomas Riley CFA
    Managing Director
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    Senior Vice President
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    Managing Director
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    Managing Director
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    Managing Director
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    Managing Director
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    Vice President
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    Guest Contributor
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    Senior Vice President
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    Managing Director
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    Senior Vice President
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    Vice President
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    Associate Vice President
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    Managing Director
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  • W. Brant Houston CFA
    Managing Director
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    Managing Director
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    Chief Investment Officer
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    Head of Wealth Strategies
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    Managing Director
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    Senior Vice President
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    Vice President
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    Managing Director
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