People Moves

Atlantic Trust Expands Boston Team

Eliane Chavagnon Editor - Family Wealth Report December 18, 2014

Atlantic Trust Expands Boston Team

Atlantic Trust, the US private wealth management division of CIBC, has added Josh Miller and Mark Kane in Boston, MA, as managing director and senior wealth strategist, and senior vice president and business development officer, respectively.

Atlantic Trust, the US private wealth management division of CIBC, has added Josh Miller and Mark Kane in Boston, MA, as managing director and senior wealth strategist, and senior vice president and business development officer, respectively.

Boston is Atlantic Trust's largest office, with over $6.4 billion in assets and 43 relationship, portfolio management, client service and business development professionals.

Miller has over 11 years of industry experience and was latterly a senior relationship manager and wealth strategist at BNY Mellon Wealth Management. Previously, he practiced at the law firm Choate, Hall & Stewart. 

Kane was formerly a vice president at Bernstein Global Wealth Management, where he provided asset allocation and wealth planning advice to high net worth individuals and families.

In other recent news at Atlantic Trust, at the beginning of December the firm appointed Ryan Coulson as senior vice president and wealth strategist in San Francisco and Newport Beach, CA.

The firm has hired 38 professionals in the US year-to-date.

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