Atlantic Trust, the US private wealth management division of CIBC, has appointed Ryan Coulson as senior vice president and wealth strategist in San Francisco and Newport Beach, CA.

Atlantic Trust, the US private wealth management division of CIBC, has appointed Ryan Coulson as senior vice president and wealth strategist in San Francisco and Newport Beach, CA. 

Coulson is latterly of Wells Fargo Private Bank, and before that worked within the estate and tax law practice at Centara Legal Group.

Atlantic Trust's San Francisco and Newport Beach offices are home to 20 relationship and portfolio managers, client service and business development professionals who manage more than $2.8 billion in assets.

The firm had hired 37 professionals in the US year-to-date. As reported by Family Wealth Report previously, Atlantic Trust reached a record $25.4 billion in assets under management at July 31, 2014, up $1 billion from the previous quarter. The firm said the net inflows reflect a “healthy blend of approximately 40 per cent net client additions and 60 per cent new client relationships, typically referrals...”