People Moves

Atlantic Trust Recruits In Three States

Eliane Chavagnon Editor - Family Wealth Report March 9, 2016

Atlantic Trust Recruits In Three States

The US private wealth management division of CIBC has recruited in Georgia, Illinois and Florida, as the firm continues to target pockets of wealth across the country.

Atlantic Trust has made a senior hire in three states while relocating its headquarters from Midtown Atlanta, GA, to the Buckhead area.

Carly Howard joins as a senior vice president and senior wealth strategist in Atlanta; Bret Farris joins as a senior vice president and business development officer in Chicago, IL; and Bradley Fincher joins as a senior vice president and business development officer in West Palm Beach, FL.

Howard previously worked within BB&T Wealth’s professional and executive advisory group in Charlotte, NC.

Farris, meanwhile, was a senior client advisor at BMO Private Bank and before that a wealth advisor at RMB Capital Management.

Fincher was previously a vice president at Bernstein Private Wealth Management, and, earlier, a vice president at America’s Mortgage Broker.

“Ultimately, our goal is to operate in all the key money centers around the US where there is a concentration of wealth,” said Jack Markwalter, chairman and chief executive at Atlantic Trust.

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