Newport Beach

Atlantic Trust hires Charles F Fowler to join Newport Beach team

Atlantic Trust, the US private wealth management division of CIBC, has appointed Charles F Fowler as a vice president in the firm's Newport Beach office.

"Adding Charlie to our Newport Beach team is part of our ongoing, firm-wide initiative to invest in key regions of concentrated wealth that present a growth opportunity for our business," says Jack Markwalter, chairman and CEO for Atlantic Trust. "The office opened in 2001 and Andrew Lang has done an outstanding job managing and expanding our client relationships in the Pacific Southwest region."
Newport Beach is the firm's fastest-growing office, now home to a total of six relationship and portfolio management, client service and business development professionals. The office had more than USD1.6bn in assets under management (AUM) as of 31 December 2013, increasing AUM by 166 per cent over five years.
In his new role, Fowler works to foster new relationships with high-net-worth clients and also to strengthen associations with key intermediaries in the Southern California region.
Previously, Fowler was a vice president in the private client group of Altegris Investments, where he developed new business, advised high net worth individuals and families on alternative investment strategies, and developed and presented investment proposals to help meet the diverse financial objectives of clients.
Prior to joining Altegris, he worked as a financial consultant at Charles Schwab & Co and began his investment career as a consultant with A.G. Edwards & Sons. 

Further reading

Upcoming events

1 day 5 hours from now - New York
5 weeks 6 days from now - Hong Kong
5 weeks 6 days from now - Ulaanbaatar
6 weeks 5 hours from now - Dublin

Upcoming training

Sun, 24/08/2014 (All day) - Dubai
Wed, 10/09/2014 (All day) - London
Mon, 29/09/2014 (All day) - London