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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
  • Sid Nargundkar
    Senior Vice President
  • Sidney F. Queler
    National Director of Business Development
  • Lisa Garcia
    Director of Fiduciary Services, Chief Risk Officer
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    Managing Director
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    Managing Director
  • Alok Deshpande
    Guest Contributor
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    Guest Contributor
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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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    Chief Fiduciary Officer
  • John Tennaro
    Vice President
  • Mary Beth Storjohann
    Guest Contributor
  • Jenny Blake
    Guest Contributor
  • Matt Wesley
    Guest Contributor
  • W. Scott Thompson
    Managing Director
  • Bas Solleveld
    Senior Vice President
  • Duncan Edwards CFP
    Vice President
  • Martina Frangis
    Managing Director
  • John Switchenko
    Associate Vice President
  • Ryan Christine Coulson
    Senior Vice President
  • Katie Bullen
    Associate Vice President
  • Kyle Marotta
    Senior Vice President
  • Mark Frazier
    Managing Director
  • Kim Dwyer
    Managing Director
  • Chris Lombardo CFA
    Senior Vice President
  • H. Scott Caven
    Managing Director
  • Jason Stoneman
    Senior Vice President
  • Samuel Adams
    Vice President
  • Trevor Hancock
    Vice President
  • Paul M. McPheeters CFA
    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
  • Carly Howard
    Senior Vice President
  • Bruce Katz CFP
    Managing Director
  • Andrew Lang
    Managing Director
  • Kishore Setty CFA
    Managing Director
  • Dee Ann Schedler
    Managing Director
  • Daniel Criscuolo
    Vice President
  • Michael Sherman
    Guest Contributor
  • Bryan Reilly
    Senior Vice President
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    Managing Director
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    Managing Director
  • Halsey Schreier
    Vice President
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    Senior Vice President
  • Bret Farris
    Vice President
  • Shady Jadali
    Associate Vice President
  • H. Arthur Graper CFP®
    Managing Director
  • Scott M. Burg, CFA, CAIA
    Senior Vice President
  • Judith A. Saxe AEP®
  • W. Brant Houston CFA
    Managing Director
  • Jay Pearlstein CFA
    Managing Director
  • David L. Donabedian CFA
    Chief Investment Officer
  • Linda S. Beerman
    Head of Wealth Strategies
  • Gary E. Pzegeo CFA
    Managing Director
  • Nicki Mirowski
    Vice President
  • Rogelio Duran
    Associate Relationship Manager
  • J. Kent Nossaman
    Managing Director
  • Tara H. Cohen
    Business Development Coordinator
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    Managing Director
  • Gio Boccia, CFP®
    Vice President
  • Joe Waldvogel, CFP®, CAIA®
    Vice President

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