Atlantic Trust, the private wealth management division of CIBC in the US, has appointed three new relationship managers in New York, Houston and Atlanta offices.
As part of the move, Kishore Setty has been appointed as senior vice president and relationship manager for New York office.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
The company has also appointed Daniel Carter as a senior vice president and senior relationship manager for Houston office.
In their new role, Setty and Carter will be responsible for providing comprehensive portfolio and wealth management solutions for high-net-worth individuals, families, foundations and endowments.
Furthermore, Giovanni Boccia has been appointed as vice president and associate relationship manager for Atlanta office.
According to Atlantic Trust, Boccia will be responsible for assisting the senior team with the development and execution of portfolio management, asset allocation, financial planning, and estate planning strategies.
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 GlobalDataJack Markwalter, chairman and CEO of Atlantic Trust, said: "The additions of Setty, Carter and Boccia position Atlantic Trust to continue providing exceptional client service as our client base grows in New York, Houston and Atlanta.
"These key hires are part of our ongoing, firm-wide initiative to attract talented professionals to our team, especially in regions where there is a concentration of wealth."
