NEW YORK, June 21, 2016 /PRNewswire/ - Atlantic Trust, the U.S. private wealth management division of CIBC (NYSE: CM) (TSX: CM), today announced that Halsey O. Schreier, with experience as a tax and estate attorney, has joined the team in New York as vice president and wealth strategist.
"We are very pleased to welcome Halsey to our New York office," said Eric B. Propper, Atlantic Trust president. "An important goal of our wealth strategies team is to maintain a close partnership with clients in order to best serve their needs. With his legal background and experience in trust, estate and tax planning, Halsey brings an important understanding, expertise and sensitivity that benefit clients and their families working closely with a wealth strategies advisor."
Since January 2016, the New York office has added two team members and now has a total of 38 wealth management professionals.
The growth of the New York office reflects a similar trend across the firm. Over the past year, Atlantic Trust has added nearly 40 professionals, including nine professionals in senior business development, relationship management, investment and wealth strategies roles.
"With the continued growth of the New York Office, Halsey adds significant depth to our wealth strategies capabilities," said Paulina Mejia, head of Wealth Strategies. "He will play a critical role in working with our clients to best integrate their wealth, legacy and philanthropic goals into their investment objectives."
Prior to joining Atlantic Trust, Schreier was an associate at Smith Moore Leatherwood LLP, in Charleston, South Carolina, where he practiced in the areas of wealth management, taxation, trusts and estates, trusts and estate administration, trusts and estates litigation, mergers and acquisitions, and corporate law. He also served as a member of the South Carolina Bar Probate, Estate Planning and Trust Section Council and has presented seminars on advanced estate planning techniques, trust and estate administration, S-corporations, limited liability companies and mergers and acquisitions. Schreier earned his Juris Doctor degree at the University of South Carolina School of Law, a Master of Laws (LL.M.) in taxation at the New York University School of Law, and a Bachelor of Science in Business Administration at the University of South Carolina. He is a member of the South Carolina, North Carolina and New York bars.
About Atlantic Trust
Atlantic Trust is one of the nation's leading private wealth management firms, offering integrated wealth management for high net worth individuals, families, foundations and endowments. The firm considers clients' financial, trust, estate planning and philanthropic needs in developing customized asset allocation and investment management strategies. Experienced professionals deliver a broad range of solutions, including proprietary investment offerings and a robust open architecture platform of traditional and alternative managers. The firm has achieved 36 straight quarters of growth coming from clients adding assets to their existing accounts and from new business. Atlantic Trust operates in 13 full-service locations throughout the U.S., with 299 employees nationwide and $26.8 billion in assets under management as of March 31, 2016. For more information, visit www.atlantictrust.com.
CIBC is a leading Canadian-based global financial institution. Through our Retail and Business Banking, Wealth Management and Capital Markets businesses, CIBC provides a full range of financial products to individual, small business, commercial, corporate and institutional clients in Canada and around the world. CIBC acquired Atlantic Trust, a premier U.S. private wealth management firm, in January 2014. You can find other news releases and information about CIBC in our Media Centre on our corporate website at www.cibc.com.
SOURCE Atlantic Trust Private Wealth Management