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Atlantic Trust Grows In Three States

Eliane Chavagnon

11 April 2014

, the US private wealth management division of CIBC, is expanding in New York, Houston and Atlanta, with the addition of three new relationship managers.

Kishore Setty, Daniel Carter and Giovanni Boccia have joined in New York, Houston, TX, and Atlanta, GA, respectively.

Both Setty and Carter have been appointed as senior vice presidents and senior relationship managers, providing wealth management solutions for high net worth individuals, families, foundations and endowments.

Boccia, meanwhile, is a vice president and associate relationship manager. He will assist the senior team with portfolio management, asset allocation, financial planning and estate planning strategies.

Setty was latterly a portfolio manager at US Trust, where he managed over $600 million in client assets. Before that, he spent time at Old Mutual Asset Management and Prudential.

Carter previously worked at RNS Capital in the areas of capital development and investor relations. Earlier, he worked at Donaldson, Lufkin and Jenrette; Morgan Stanley and UBS.

Boccia was formerly part of the private wealth management group at SunTrust Bank as well as a member of the portfolio construction group.