BOSTON, Jan. 28, 2016 /PRNewswire/ - Atlantic Trust, the U.S. private wealth management division of CIBC (NYSE: CM) (TSX: CM), is pleased to announce that Judith A. Saxe, a managing director and senior wealth strategist in the firm's Boston office, has been named to the National Association of Estate Planners and Councils (NAEPC) board of directors.
Saxe joins the NAEPC board following her 10-year tenure as a director of the Boston Estate Planning Council and most recently its president for the 2013-14 term. Additionally, Saxe received the Accredited Estate Planner® designation from the NAEPC in 2008 in recognition of her expertise in and interdisciplinary approach to the estate-planning field.
"We are so pleased to congratulate Judy on her appointment to the board of this prestigious organization," said Paulina Mejia, managing director and senior wealth strategist for Atlantic Trust. "She brings a wealth of knowledge and experience to the position and will serve as a valuable asset to the NAEPC's board and its members."
As an NAEPC board member, Saxe will help guide an organization serving more than 29,000 members in 260 local councils throughout the United States. Its mission is to promote a multi-disciplinary approach to estate planning by supporting local industry councils and their members, while also inspiring the formation of new councils.
"It is an honor to have been selected to serve on the NAEPC board and I look forward to working with the members of this organization," Saxe said.
Saxe has more than 26 years of industry experience counselling high net worth individuals. She works directly with clients and relationship teams to provide integrated wealth management services, including comprehensive estate and financial planning solutions, philanthropic advisor services, multi-generational legacy planning and guidance on fiduciary matters.
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. Atlantic Trust operates in 13 full-service locations throughout the U.S., with $26.9 billion in assets under management as of Dec. 31, 2015. 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 Wholesale Banking 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 owns a 41 percent equity interest in American Century Investments®, a major U.S. asset management company, serving financial intermediaries, institutions and individuals, and 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