Forbes

"The Rich Open Up About Family Wealth"

CIBC Atlantic Trust Chairman and Chief Executive Officer John S. "Jack" Markwalter and Senior Wealth Strategist Catherine L. Schnaubelt discuss the firm's G2G (Generation to Generation) Impact initiative.

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Private Wealth

"Yours, Mine and 'ART'"

Judith Saxe, Director of Research and Education for CIBC Atlantic Trust, bylined this article about blended families, assisted reproductive technology and some of the unique estate planning challenges that can be encountered in these situations.

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CNBC

"Tax Reform Expectation Has Lifted Economic Outlook"

Chief Investment Officer Dave Donabedian appeared on CNBC's Power Lunch to discuss the latest jobs report and the economy.

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Private Asset Management

"CIBC Atlantic Trust Buys $8bn Chicago RIA, Eye on Los Angeles"

“Over the last three and half years since Atlantic Trust came together with CIBC, we’re probably one of the best growth stories in private wealth,” John Markwalter Jr., chairman and CEO at CIBC Atlantic Trust, told PAM. John Huber, Bob Bridges and Amit Dhawan, of Team Geneva Advisors, were also mentioned in the article. Read more news stories


The New York Times

"Your Child's Tuition is Paid While You're In Tahiti"

“It’s the happy byproduct of estate planning,” said Linda Beerman, the head of the wealth strategies group at CIBC Atlantic Trust, which typically offers such bill-paying and administrative services to families with $25 million or more with the company. Read more


Real Assets Advisor

"Roundtable: The Rise of Impact Investing"

"Previously, investors had to deal with the conflicted decision of whether they wanted to make money or do good," said John C. Tennaro, CIMA®, senior investment analyst for for CIBC Atlantic Trust. "But impact investing is based on the belief that investors can help others while still helping themselves." Read more

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