Advisory Board Member Profile 2017
Atlantic Trust Private Wealth Management
Areas of Expertise
Customer Journey; Customer First Culture; Principles of Customer Relationship Building; Customer Experience Analytics
Jonathan Kadish is a Managing Director and Senior Relationship Manager in the New York office of Atlantic Trust Company, with more than 32 years of industry experience.
He provides a broad range of sophisticated wealth management services to high net worth clients throughout the country. Jonathan serves on CIBC Atlantic Trust Private Wealth Management’s discretionary distribution and loan committee, and is a member of the Wealth Strategies Group.
Prior to joining the firm in 2003, Jonathan served as a Senior Vice President and client account manager at Bessemer Trust Company, where he was responsible for advising clients on wealth, financial, tax, estate planning, investment and asset allocation strategies.
Jonathan earned a Bachelor of Arts in economics from Rutgers University with concentrations in finance and accounting. He is a graduate of the American Bankers Association Employee Benefits Trust and Graduate Trust School, and of the Cannon Personal Trust and Graduate Trust School.
He has earned the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Accredited Wealth Management Advisor, Certified Trust and Financial Advisor, Certified Retirement Services Professional, and Certified IRA Service Professional certifications.
Jonathan also is a member of the Estate Planning Council of New York, and the Financial Planning Association of New York.