Atlantic Trust, the US private wealth management arm of CIBC, has opened a new office in West Palm Beach, Florida.
Atlantic Trust chairman and CEO Jack Markwalter commented, "We are very pleased to announce the opening of our office in Florida, one of the most important wealth markets in the U.S. This strategic move is part of our ongoing plan to expand our business into key wealth markets throughout the nation while continuing to deliver the high-quality customized service that our clients expect and appreciate."
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Managing director Brent Fykes has been named as head of the Florida office.
Fykes has been serving affluent and HNW clients for nearly two decades, managing their wealth and offering services in investment management, retirement as well as estate planning.
Fykes remarked, "The state’s growing wealth market presents tremendous opportunities for us to demonstrate our differentiated and distinct wealth management platform. We believe our physical presence here will help establish Atlantic Trust’s position as the preeminent, go-to wealth management firm in the state."
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