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Firm is focused on continuing strong growth in Pacific SouthwestATLANTA,
March 6, 2014 /PRNewswire/ - Atlantic Trust, the U.S. private wealth management division of CIBC (CM: NYSE) (CM: TSX), today announced that
Charles F. Fowler has joined the firm's
Newport Beach office as a vice president.
"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," said
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
$1.6 billion in assets under management (AUM) as of
December 31, 2013, increasing AUM by 166% over five years. Since
December 31, 2008, the
Newport Beach office has gained approximately
$1 billion in AUM.
"We are delighted to welcome Charlie to Atlantic Trust; his leadership and experience better position us to continue to expand our presence across the Pacific Southwest," said
Andrew Lang, CFA, managing director and head of the Atlantic Trust Newport Beach office.
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 Inc., 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. He earned a Bachelor of Arts in political science from
Rutgers University and a Masters of Business Administration in finance and tax planning from
San Diego State University. Fowler is a Certified Financial Planner (CFP®) and holds the Chartered Alternative Investment Analyst designation. He is also a Level III CFA Candidate and a member of the CFA Society of
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.