Tom Postek
Corporate Officer/Principal bij CIBC Atlantic Trust Private Wealth Management
Vermogen: 6 M $ op 30-04-2024
Actieve functies van Tom Postek
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
CIBC Atlantic Trust Private Wealth Management
CIBC Atlantic Trust Private Wealth Management Investment ManagersFinance Part of Canadian Imperial Bank of Commerce, CIBC Atlantic Trust Private Wealth Management is a trustee that helps families align their wealth with their vision. The company is based in Atlanta, GA and provides investment management, wealth strategies, legacy planning, private banking, deposit and lending services. The company offers tailored approaches to deliver high-quality client experiences and broad wealth management capabilities. With over $50 million in assets under management, they meet the needs of ultra high-net-worth, multi-generational families. The company offers a broad opportunity set across asset classes, geographic regions, and managers to preserve and grow clients' assets. CIBC Atlantic Trust Private Wealth Management is committed to building trusting and enduring relationships by putting their clients at the center of all they do. | Corporate Officer/Principal | - | - |
Loopbaan van Tom Postek
Eerdere bekende functies van Tom Postek
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
UNIFIRST CORPORATION | Directeur/Bestuurslid | 01-01-2008 | 27-10-2023 |
Independent Dir/Board Member | 01-01-2008 | 27-10-2023 | |
DISTRIBUTION SOLUTIONS GROUP, INC. | Directeur/Bestuurslid | 16-08-2005 | 17-04-2019 |
Independent Dir/Board Member | 16-08-2005 | 17-04-2019 | |
William Blair & Co. LLC
William Blair & Co. LLC Investment Banks/BrokersFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Corporate Officer/Principal | 01-01-1986 | 31-12-2004 |
Financial Accounting Standards Board
Financial Accounting Standards Board Miscellaneous Commercial ServicesCommercial Services The Financial Accounting Standards Board provides oversight of accounting standards. The non-profit company is based in Norwalk, CT. | Corporate Officer/Principal | 01-01-1982 | 01-01-1982 |
Geneva Advisors LLC
Geneva Advisors LLC Investment ManagersFinance Founded in 2003, Geneva Advisors LLC is an independent registered investment advisor located in Chicago, Illinois. The firm is 100% owned by Geneva Holding Company of Chicago LLC which is owned by Geneva employees. They generally provide investment advice to individuals, trusts, estates, charitable organizations, pension and profit sharing plans, retirement accounts, corporations or other business entities and registered and unregistered mutual funds. ^ | Analyst-Equity | 01-01-2005 | - |
Opleiding van Tom Postek
University of Michigan | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 8 |
Operationeel
Corporate Officer/Principal | 3 |
Director/Board Member | 2 |
Independent Dir/Board Member | 2 |
Sectoraal
Finance | 4 |
Consumer Services | 3 |
Distribution Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Beursgenoteerde bedrijven | 2 |
---|---|
DISTRIBUTION SOLUTIONS GROUP, INC. | Distribution Services |
UNIFIRST CORPORATION | Consumer Services |
Bedrijven in privébezit | 4 |
---|---|
Geneva Advisors LLC
Geneva Advisors LLC Investment ManagersFinance Founded in 2003, Geneva Advisors LLC is an independent registered investment advisor located in Chicago, Illinois. The firm is 100% owned by Geneva Holding Company of Chicago LLC which is owned by Geneva employees. They generally provide investment advice to individuals, trusts, estates, charitable organizations, pension and profit sharing plans, retirement accounts, corporations or other business entities and registered and unregistered mutual funds. ^ | Finance |
William Blair & Co. LLC
William Blair & Co. LLC Investment Banks/BrokersFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Finance |
Financial Accounting Standards Board
Financial Accounting Standards Board Miscellaneous Commercial ServicesCommercial Services The Financial Accounting Standards Board provides oversight of accounting standards. The non-profit company is based in Norwalk, CT. | Commercial Services |
CIBC Atlantic Trust Private Wealth Management
CIBC Atlantic Trust Private Wealth Management Investment ManagersFinance Part of Canadian Imperial Bank of Commerce, CIBC Atlantic Trust Private Wealth Management is a trustee that helps families align their wealth with their vision. The company is based in Atlanta, GA and provides investment management, wealth strategies, legacy planning, private banking, deposit and lending services. The company offers tailored approaches to deliver high-quality client experiences and broad wealth management capabilities. With over $50 million in assets under management, they meet the needs of ultra high-net-worth, multi-generational families. The company offers a broad opportunity set across asset classes, geographic regions, and managers to preserve and grow clients' assets. CIBC Atlantic Trust Private Wealth Management is committed to building trusting and enduring relationships by putting their clients at the center of all they do. | Finance |
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