Atlantic Trust, the US private wealth management unit of CIBC, has named Ryan Christine Coulson as new senior vice president and wealth strategist for the firm’s San Francisco and Newport Beach offices.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
In her new role, Coulson will better serve the firm’s existing client base in this region as well as expand its relationships with law firms that use Atlantic Trust as a trustee and wealth manager for their clients.
Prior to joining Atlantic Trust, Coulson worked with Wells Fargo Private Bank, and in estate and tax law practice from Centara Legal Group.
Atlantic Trust’s San Francisco and Newport Beach offices comprise 20 relationship and portfolio managers, client service and business development professionals who collectively manage over $2.8bn in assets.
Linda Beerman, chief fiduciary officer and head of Wealth Strategies Group at Atlantic Trust, said: "Ryan’s presence in our San Francisco office to review a client’s overall wealth, legacy and philanthropic plans and to discuss various planning strategies with prospective clients will further strengthen our client service in San Francisco and across the West Coast."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
