Jack Markwalter
Chief Executive Officer at Atlantic Trust Group, Inc.
Profile
Mr. John S.
Markwalter is a Chief Executive Officer at CIBC Private Wealth Advisors, Inc. and a Chairman & Chief Executive Officer at Atlantic Trust Group, Inc. He is on the Board of Directors at St. Joseph's Hospital Foundation and Georgia Tech Foundation, Inc. He serves on CIBC’s Operating Committee as a member of the executive leadership team and on CIBC’s U.S.
Executive Committee.
He is also chairman of several of the entities within CIBC Private Wealth Management: CIBC National Trust Company, CIBC Delaware Trust Company, CIBC Private Wealth Advisors, Inc., and CIBC Private Wealth Group, LLC.
He has over 30 years of experience in the private client and investment industry.
He joined the firm in 2002 as head of business development and became chairman and CEO in 2004.
From 2005 to 2013, he also served as senior managing director of Invesco and as a member of the Invesco Executive Management Committee.
From 2008 to 2010, he was head of Invesco U.S.
Institutional Sales, Client Service and Consultant Relations as well.
Prior to joining CIBC Atlantic Trust, which became CIBC Private Wealth Management in 2018, he served as managing director and national director of the client strategy group for Morgan Stanley Private Wealth Management.
He earned a Bachelor of Science with highest honors from the Georgia Institute of Technology and a Master of Business Administration from the Harvard Graduate School of Business.
He serves in various leadership roles for numerous community organizations.
Among other positions, he is a member of the board of directors for the Georgia Tech Foundation, the board of directors for the Marist School and the board of directors at the Woodruff Arts Center.
Jack Markwalter active positions
| Companies | Position | Start |
|---|---|---|
Atlantic Trust Group, Inc.
 Atlantic Trust Group, Inc. Investment ManagersFinance Atlantic Trust Group, Inc. provides asset management and financial advisory services. The firm manages wealth for individuals, families and provides asset management services to foundations and endowments. It also provides investment management, asset allocation, trust, custody and family office services. The company has offices in New York, Chicago, Boston, Atlanta, Houston, Palm Beach, San Francisco, Austin, Winston-Salem, Baltimore, Denver, Newport Beach and Washington, D.C. Atlantic Trust was founded in 1980 by Tony Pell & Edward I. Rudman and is located in New York, NY. | Chief Executive Officer | 2001-12-31 |
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Chief Executive Officer | 2004-02-29 |
Georgia Tech Foundation, Inc.
 Georgia Tech Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Georgia Tech Foundation, Inc. provides educational services. It promotes the cause of higher education in the State of Georgia, receives and manages financial donations received by the foundation for support and enhancement of the Georgia Institute of Technology and assists the Georgia Institute of Technology in its role as a leading educational and research institution. The company was in 1932 and is headquartered in Atlanta, GA. | Director/Board Member | - |
| St. Joseph's Hospital Foundation | Director/Board Member | - |
Former positions of Jack Markwalter
| Companies | Position | End |
|---|---|---|
| INVESCO PLC (CAN) | Sales & Marketing | - |
Morgan Stanley Smith Barney Private Management LLC
 Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Corporate Officer/Principal | 2001-12-30 |
Training of Jack Markwalter
| Georgia Institute of Technology | Undergraduate Degree |
| Harvard Business School | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| INVESCO PLC (CAN) | Finance |
| Private companies | 5 |
|---|---|
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Finance |
Atlantic Trust Group, Inc.
Atlantic Trust Group, Inc. Investment ManagersFinance Atlantic Trust Group, Inc. provides asset management and financial advisory services. The firm manages wealth for individuals, families and provides asset management services to foundations and endowments. It also provides investment management, asset allocation, trust, custody and family office services. The company has offices in New York, Chicago, Boston, Atlanta, Houston, Palm Beach, San Francisco, Austin, Winston-Salem, Baltimore, Denver, Newport Beach and Washington, D.C. Atlantic Trust was founded in 1980 by Tony Pell & Edward I. Rudman and is located in New York, NY. | Finance |
Georgia Tech Foundation, Inc.
Georgia Tech Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Georgia Tech Foundation, Inc. provides educational services. It promotes the cause of higher education in the State of Georgia, receives and manages financial donations received by the foundation for support and enhancement of the Georgia Institute of Technology and assists the Georgia Institute of Technology in its role as a leading educational and research institution. The company was in 1932 and is headquartered in Atlanta, GA. | Miscellaneous |
| St. Joseph's Hospital Foundation | Miscellaneous |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Finance |
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