Power Lunch: "Growth is Good, But You Don't Want to Overpay"

Dave Donabedian, Chief Investment Officer for CIBC Atlantic Trust, and Kevin Mahn, Hennion & Walsh Asset Management president and CIO, weigh in on the markets as earnings season kicks off.

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Massachusetts Lawyer's Weekly

"Digital Assets Have More Value Than We Think"

Joshua S. Miller, senior wealth strategist for CIBC Atlantic Trust, co-bylined "Digital Assets Have More Value Than We Think," an article about the growing importance of proper management of digital property amid existing and emerging cybersecurity challenges.

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Real Assets Advisor

"Historic Day, Fateful Decision"

CIBC Atlantic Trust Chairman and CEO Jack Markwalter was featured on the cover of Real Assets Adviser. The story is based on a personal, in-depth interview in which he discusses his upbringing in the industry and his future plans for Atlantic Trust.

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The Wall Street Journal

"Be Careful When Passing Down a Roth IRA"

CIBC Atlantic Trust Managing Director and Senior Wealth Strategist Catherine Schnaubelt was quoted in The Wall Street Journal: "Within the trust you have to have specific named beneficiaries [for the Roth], and it generally has to be what's called a conduit trust," she said. "That trust, then, has to make out the required minimum distributions every year." Read more


"Why Naming Rights for Wealthy Donors Can Be More Than Just Bragging Rights"

Head of CIBC Atlantic Trust's Wealth Strategies Group Paulina Mejia was quoted in CNBC discussing wealthy families and legacy: "Wealthy families want to 'envision and put into place what their legacy is and what they want to do, and how to pass it to the next generation, and how that generation feels about that responsibility," she said. Read more


"Top Wealth Manager Focus on Family Values"

CIBC Atlantic Trust Managing Directors Bruce D. Katz, CFP®, and Sidney F. Queler appeared on the RIA Channel for Forbes Advisor Network after Atlantic Trust ranked 7th on the 2015 Forbes Top 100 Wealth Managers list. Watch now