Atlantic Trust, a US-based wealth management division of CIBC, has named Susan Farris as new managing director and senior relationship manager for its Boston office.
In her new role, Farris will support high-net-worth (HNW) families to achieve their wealth management goals.
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Farris joined Atlantic Trust from Windhaven Investment Management, where she served as a managing director.
Prior to this, she worked as vice president in the Private Wealth Management division of Goldman Sachs & Co. and was a fixed income strategist with UBS in Zurich and Miami.
In addition, the firm intends to hire 30 more staff this year.
Jack Markwalter, chairman and CEO of Atlantic Trust, said: "The addition of Susan to our Boston office underscores Atlantic Trust’s ongoing commitment to hiring the very best talent around the country and to providing our clients with superior service and customized investment solutions.
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By GlobalDataThomas Riley, CFA, managing director and head of Atlantic Trust’s Boston office, said: "Our office manages US$6.4 billion in assets and Susan’s unique background and deep experience in working with successful families complements our efforts to grow our business, while also providing Susan with an exciting new phase in her career."
