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Carolyn Donnelly — Managing Director and Chief Client Engagement Officer · CIBC Private Wealth US · Atlanta, Georgia, United States.
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About
Carolyn Donnelly is chief client engagement officer for CIBC Private Wealth, with leadership of key initiatives designed to deepen and expand client relationships.
Currently, Carolyn is enhancing services for ultra-high net worth, multi-generational client families through CIBC Family Office. She serves as an ambassador for these families, as well as business owners and corporate executives, engaging CIBC experts across private wealth, banking and capital markets globally to provide holistic financial solutions. She also is a member of the CIBC Private Wealth US Operating Committee.
Previously, Carolyn served as director of marketing and strategic priorities. During her 16-year tenure in this role, CIBC Private Wealth experienced top-quartile client retention and record growth, supported by her team’s timely, insightful communications and high-quality events. She also built the legacy Atlantic Trust brand to be recognized as a top luxury brand (The Luxury Institute, 2014) before overseeing the brand’s transition to CIBC Private Wealth. While under her marketing leadership, the firm earned more than 30 industry awards, becoming the most awarded firm by Private Asset Management.
Carolyn earned a Master of Business Administration from the Yale School of Management, where she was recognized as a Dean's Scholar. She holds a Bachelor of Science in education from the University of Georgia (UGA), graduating summa cum laude with honors. She began her career in development for the Georgia Tech Athletic Association.
Serving on The Carter Center Board of Councilors, Carolyn supports its mission of waging peace, fighting disease and building hope. Within CIBC, she has led a variety of community outreach initiatives over the years and is now active with the US Inclusion and Diversity Champions. She also is a former board member and marketing committee chair for CHRIS 180, which provides high-quality, trauma-informed behavioral health services.
With two active young children, Carolyn and her husband Keith fill a variety of leadership and volunteer roles with Christ the King School. Their family enjoys travel, yet the special place they return to most often is Seabrook Island, SC.
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc. Rankings, ratings or awards may not be representative of any specific client's experience. Any reference to a ranking, rating or an award provides no guarantee for future performance results and is not constant over time.
Experience
Managing Director and Chief Client Engagement OfficerCurrent
CIBC Private Wealth US · Atlanta, Georgia, United States
Feb 2023 – Present
Development Associate, Alexander-Tharpe Fund
Georgia Tech Athletic Association · Atlanta, GA
Jul 2000 – Jul 2003
Prior to joining Atlantic Trust in 2005, Carolyn was development associate for the Alexander-Tharpe Fund, Inc., the fund-raising arm of the Georgia Tech Athletic Association. In this role, she worked with high net worth contributors and raised funds for a major athletic facilities campaign.
Education
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