Linda Beerman Head of Wealth Strategies, CIBC Private Wealth Group, LLC Linda S. Beerman is chief fiduciary officer and head of the Wealth Strategies Group at Atlantic Trust. The firm currently manages US$19bn for clients and is the wealth management division of Invesco Ltd. Headquartered in Atlanta, Georgia.
LINDA BEERMAN | MONDAY, 15 OCT 2012 Family legacy planning is an opportunity to define, reflect on and express what wealth really means to the family. For most families, it means identifying the core values that make the family who it is. For some, it is an opportunity to groom the family's ... Read more PAGE: 1 |
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Cover Story
Skin in the game
CARMELO VIOLA
PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
Viola Private Wealth executive chair, founding partner, and adviser Charlie Viola has worked hard to build his personal brand, and it shows. Viola's face is plastered across financial services media. This ubiquity, however, isn't without rhyme or reason. Andrew McKean writes.
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