Daniel Skolochenko

Fixed Income Portfolio Manager/Trader at Cibc Atlantic Trust Private Wealth Management

Daniel Skolochenko's Professional Contact Details

Email (Verified)
****@atlantictrust.com
HQ
(404) 881-3400
Location
San Francisco, California, US
Company
Cibc Atlantic Trust Private Wealth Management
Person Seniority
manager

Daniel Skolochenko's Current Company Details

At CIBC Atlantic Trust, we've been engaged in only one business since 1923*—private wealth management for affluent individuals and families. We also partner with private foundations and endowme...
At CIBC Atlantic Trust, we've been engaged in only one business since 1923*—private wealth management for affluent individuals and families. We also partner with private foundations and endowments for investment management. After nearly a century, we believe we have a deep understanding of the always-changing challenges and complexities of wealth and the needs of the wealthy. We know clients want and expect their interests to be put ahead of our interests, their wealth to be simplified and their advisor to be a highly experienced professional who is fully engaged in helping them to realize their family's legacy. As holistic wealth managers in both philosophy and practice, we serve clients at varying levels of wealth whose primary goals include capital protection and appreciation, multi-generation wealth transfer, stewardship and legacy. As fiduciaries, we offer objective expertise and advice that puts clients' interests first. As investment managers, we tailor portfolios to preserve and grow assets. As wealth strategists, we address each family's overall financial goals and legacy aspirations. To learn more about CIBC Atlantic Trust, please visit cibcatlantictrust.com. *Through predecessor firms.
Founded Year
1923
Organization Website
cibcatlantictrust.com
Organization Languages
English
Alexa Ranking
739938
Current Technologies
akamai
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Job Functions

Operations
Business Development
Marketing
Administrative
Engineering
Finance
Legal
Accounting
Sales
Consulting
wealth transfer planning
wealth preservation
investment management
strategic philanthropy
family education & legacy
professional trustee
entity management
family business planning
fiduciary offering
finance

Daniel Skolochenko's Work History and Education

CIBC Atlantic Trust Private Wealth Management
Fixed Income Portfolio Manager/Trader
2005 - Present

Colleagues at Cibc Atlantic Trust Private Wealth Management

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