Donna M. Cole
Profile
Ms. Donna M.
Cole is Vice President at Atlantic Trust Private Wealth Management.
Prior to joining Atlantic Trust in 2010, she was a client services and support officer for U.S.
Trust.
She volunteers as an employment specialist for the Metropolitan Community Development Corporation and as a tutor for the Prince Georges Literacy Council.
Ms. Cole earned a Bachelor of Arts in English literature from Tuskegee University and is a graduate of the Cannon Financial Institute's trust school.
Former positions of Donna M. Cole
Companies | Position | End |
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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. | Sales & Marketing | - |
Training of Donna M. Cole
Tuskegee University | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 1 |
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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 |
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