Wed, 18/06/2014 - 08:59
Atlantic Trust, the US private wealth management division of CIBC, has added three senior level staff – David M Butts, Michael D Zeier and Trevor J Hancock – to the firm.
"The addition of David, Michael and Trevor to the team reflects Atlantic Trust's ongoing commitment to provide an outstanding level of service to our clients," says Jack Markwalter, Atlantic Trust chairman and CEO. "To have professionals of this calibre join our firm is indicative of our continued ability to attract top talent, while supporting the needs and goals of our clients."
Butts and Zeier both joined Atlantic Trust on 13 May.
Butts, a managing director and senior relationship manager, brings to Atlantic Trust almost 20 years of experience advising families and endowments on broad wealth creation, preservation and investment decisions. Prior to joining the firm, he was a senior vice president and relationship manager at Brown Brothers Harriman (BBH), as well as chairman of the BBH Trust Company's trust and investment committee. Butts also has experience working with owners and executives of closely held businesses on broad financial topics, including business continuity, generation and succession planning and the transition from single-asset concentrations to disciplined portfolios as a member of LaSalle Bank's wealth management group.
Zeier, vice president and relationship manager, is responsible for providing wealth management solutions to high-net-worth clients, including investment management, financial planning and estate planning services. He comes to the firm from Brown Brothers Harriman's Wealth Management group, where he served in a similar position.
Hancock joined Atlantic Trust on 14 April as a vice president and relationship manager, bringing more than eight years of industry experience to the firm. He is a former portfolio and market strategist at Wealth & Tax Advisory Services (WTAS), where he focused on the analysis, construction and implementation of investment portfolios for high-net-worth individuals, families, trusts and foundations.
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