Atlantic Trust, the US private wealth management unit of CIBC, has expanded its Boston office by appointing Josh Miller as new managing director and senior wealth strategist.
In addition, the firm has also hired Mark Kane as senior vice president and business development officer for its Boston office.
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In his new role, Kane will be responsible for expanding new relationships with HNW clients and to strengthen associations with key intermediaries in the northeast region.
Prior to joining Atlantic Trust, Kane served as vice president at Bernstein Global Wealth Management where he provided asset allocation and wealth planning advice to HNWI’s and families. Before to this, Kane served a senior executive with the Xerox Corporation in New England.
Additionally, Miller will work with clients and their advisors to develop and implement charitable, estate and wealth transfer and management planning as part of Atlantic Trust’s integrated wealth management process.
Miller joined Atlantic Trust from BNY Mellon Wealth Management, where he worked as a senior relationship manager and wealth strategist.
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By GlobalDataJack Markwalter, chairman and CEO for Atlantic Trust, said: "Josh and Mark bring a total of 15 years of valuable experience to our already strong core team of private wealth specialists in Boston, a key market for us. With these two additions, we have now made 38 new hires in 2014."
Thomas Riley, managing director and head of Atlantic Trust’s Boston office, said: "Their addition further strengthens our commitment to highly responsive experiences for our clients and to our holistic approach in meeting our clients’ trust, estate and philanthropic goals."
