Under the leadership of Jack Markwalter, Chairman and Chief Executive Officer, CIBC Atlantic Trust's team of senior executives brings together industry veterans with extensive experience across a variety of wealth management disciplines.
John S. Markwalter Jr., Chairman and CEO
Eric B. Propper, CFA, President
Gabrielle D. Bailey, Chief Fiduciary Officer
David L. Donabedian, CFA, Chief Investment Officer
Kenneth J. Kozanda, Chief Administrative Officer
Scott Wilson, Chief Operating Officer
Linda S. Beerman, Head of Wealth Strategies
Julia M. Beisel, Director of Client Service Administration
Robert C. Bridges, Co-Head, Team Geneva Advisors
H. Scott Caven, Jr., Houston Office Head
Wayne K. DeWitt, Jr., General Counsel
Carolyn C. Donnelly, Director of Marketing and Strategic Priorities
Mark E. Frazier, CFA, Austin Office Head
Brent Fykes, CFA, CFP®, West Palm Beach Office Head
Lisa M. Garcia, Chief Risk Officer
Dick A. Havey, CFA, Denver Office Head
Jon E. Henderson, CFA, CIC, Chicago Office Co-Head
John P. Huber, Co-Head, Team Geneva Advisors
Bruce D. Katz, CFP®, Director of Strategic Alliances
Marc Keller, Team Executive
Andrew J. Lang, CFA, Newport Beach Office Head
Timothy J. Majer, Operations Director
Paul M. McPheeters, CFA, Lead Manager, Master Limited Partnerships
Kenneth G. Pollard, CFA, Chicago Office Co-Head
Sidney F. Queler, National Director of Business Development
Thomas N. Riley, CFA, Boston Office Head
Dee Ann Schedler, Wilmington Office Head and Washington, D.C. Office Co-Head
Kishore Setty, CFA, New York Office Head
Steven W. Smith, Washington, D.C. Office Co-Head
Jeffrey S. Thomas, Managing Director
W. Scott Thompson III, CTFA, Atlanta Office Head
Richard O. Vandenberg, Jr., San Francisco Office Head
John W. Winslow, Dallas Office Head
National Firm Leaders
If your assets are custodied with Atlantic Trust, please select the internal custody version of Atlantic Trust Portfolio Online to view your portfolio information.
If your assets are custodied with an external custodian, such as Schwab, Fidelity or The Bank of New York, you may access the external version of Atlantic Trust Portfolio Online.
Sponsored Funds Investors:
If you are an investor in any of the Atlantic Trust Sponsored Funds, you may access the Atlantic Trust Investor Dashboard here.
For further assistance, please contact your Atlantic Trust client service team.