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Atlantic Trust adds Susan Farris to Boston office

Wed, 23/07/2014 - 12:06

Atlantic Trust, the US private wealth management division of CIBC, has added Susan E Farris to the firm's Boston office as managing director and senior relationship manager.

"The addition of Susan to our Boston office underscores Atlantic Trust's ongoing commitment to hiring the very best talent around the country and to providing our clients with superior service and customised investment solutions," says Jack Markwalter, Atlantic Trust chairman and CEO.
 
As a managing director and senior relationship manager, Farris helps high net worth families achieve their wealth management objectives. She brings more than 18 years of industry experience, including most recently at Windhaven Investment Management, where she was a managing director.
 
She was previously a vice president in the private wealth management division of Goldman Sachs & Co and was a fixed income strategist with UBS in Zurich and Miami.


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