The private wealth management arm continues to add to its teams across the US.

Atlantic Trust, the US private wealth management division of CIBC has added to its teams to drive growth in its Texas and California offices.
John Winslow recently joined the firm as senior relationship manager and managing director, overseeing the Dallas and Austin regions. Prior to joining Atlantic Trust on April 27, he was a senior director for BNY Mellon, where he led BNY’s portfolio management team in the Texas region.

J Bradford Craig has joined the firm’s San Francisco office as senior relationship manager and senior vice president. Craig, who joined Atlantic Trust on May 4, brings more than 37 years of industry experience to the firm. In his new role, he consults with clients and their advisors to develop and implement customized investment allocation strategies. Prior to joining Atlantic Trust, Craig was a senior investment strategist for nine years at Wells Fargo Private Bank, where he also consulted with high net worth individuals and foundations.

Mark Frazier, senior relationship manager, will support Winslow in Texas, and has been appointed head of the Austin office and promoted to managing director. Frazier brings more than 15 years of industry experience to his role.

In the firm’s Houston office, F Allen Lyons, vice president, is transitioning from his role as wealth strategist to serve as a business development professional in the region. Lyons joined Atlantic Trust in 2008 as a wealth strategist, providing clients with estate and financial planning services. In his new role as business development officer, he will be responsible for cultivating relationships with high net worth clients and strengthening associations with key intermediary referral sources. Prior to joining Atlantic Trust, Lyons was a tax and audit associate at Stevens, Henry & Mathews.

In its financial year to date, Atlantic Trust has added 20 new professionals in its Atlanta, Austin, Boston, Chicago, Denver, Houston and San Francisco offices, including two senior relationship managers, two senior risk management officers, four client service associates and a new corporate events manager.

The firm now manages $27.3 billion in assets under management as of April 30, 2015.