CIBC Atlantic Trust PWM Names Wealth Strategies Leader

Tom Burroughes

30 May 2017

CIBC Atlantic Trust Private Wealth Management has appointed that Linda S Beerman as head of the wealth strategies group that she had created in 2001.

Over the last 16 years at CIBC Atlantic Trust, Beerman has held a number of leadership roles, including those of chief fiduciary officer. By returning to her role as head of wealth strategies, Beerman will guide firm-wide initiatives, including Women’s CIRCLE and G2G Impact , which are focused on outreach to women clients and the next generation of wealth management clients, respectively, the business said in a recent statement.

Beerman will also continue working with clients and their advisors to develop and implement charitable, estate, and wealth transfer and management planning as part of CIBC Atlantic Trust's integrated approach to wealth management, it said.

“Linda has been a visionary in developing strategic programs for our clients, resulting in Wealth Strategies becoming the most important differentiator for many of our clients,” John S “Jack” Markwalter Jr., chairman and CEO of CIBC Atlantic Trust, said.

This news service recently interviewed CIBC Atlantic Trust about its views on investment and politics . It Trust operates in 14 full-service locations throughout the US, with $30.2 billion in assets under management as of March 31, 2017. The Atlantic Trust business was bought by CIBC in 2014.