December 28, 2014 11:21 PM ET

Capital Markets

Company Overview of Atlantic Trust Company, N.A.

Company Overview

Atlantic Trust Company, N.A., a private wealth management company, provides integrated wealth management services for high net worth individuals, families, foundations, and endowments. The company considers clients’ financial, trust, estate planning, and philanthropic needs in developing customized asset allocation and investment management solutions. It offers investment management services, including investment selection, internal strategies, manager access, and alternative investment; and wealth advisory services, including fiduciary, stable, flexible trustee, planning resource, family advisor, and philanthropic legacy. The company was founded in 1923 and is based in Boston, Massachusetts...

100 Federal Street

37th Floor

Boston, MA 02110-1802

United States

Founded in 1923

Phone:

617-357-9600

Fax:

617-357-9602

Key Executives for Atlantic Trust Company, N.A.

Chairman and Chief Executive Officer
President and Chief Operating Officer
Vice Chairman and Managing Director of Boston
Senior Vice President and Business Development Officer
Managing Director of Wealth Management at Atlanta
Compensation as of Fiscal Year 2014.

Atlantic Trust Company, N.A. Key Developments

Atlantic Trust Welcomes Susan E. Farris to its Boston Office as Managing Director and Senior Relationship Manager

Atlantic Trust announced the addition of Susan E. Farris, CFA, to the firm's Boston office as managing director and senior relationship manager. As a managing director and senior relationship manager, Farris helps high net worth families achieve their wealth management objectives. She brings more than 18 years of industry experience, including most recently at Windhaven Investment Management, where she was a managing director.

Atlantic Trust Hires Amanda Marsted as New Managing Director in New York

Atlantic Trust hired Amanda Marsted as new managing director in the firm's New York office. In her new role, Marsted will be responsible for providing customized asset allocation and investment strategies for her clients within their tax, estate and charitable planning priorities. Marsted has joined Atlantic Trust from Brown Brothers Harriman & Co., where she managed assets for high-net-worth individuals.

Atlantic Trust Announces Executive Changes

Atlantic Trust announced the addition of David M. Butts, Michael D. Zeier and Trevor J. Hancock to the firm. Butts and Zeier both joined Atlantic Trust on May 13, 2014. Butts, a managing director and senior relationship manager, brings to Atlantic Trust almost 20 years of experience advising families and endowments on broad wealth creation, preservation and investment decisions. Prior to joining the firm, he was a senior vice president and relationship manager at Brown Brothers Harriman (BBH), as well as chairman of the BBH Trust Company's trust and investment committee. Butts also has experience working with owners and executives of closely held businesses on broad financial topics, including business continuity, generation and succession planning and the transition from single-asset concentrations to disciplined portfolios as a member of LaSalle Bank's Wealth Management group. Zeier, vice president and relationship manager, is responsible for providing wealth management solutions to high-net-worth clients, including investment management, financial planning and estate planning services. He comes to the firm from Brown Brothers Harriman's Wealth Management group, where he served in a similar position. He is a member of the Beta Gamma Sigma Honor Society and currently serves on a council board at Lurie Children's Hospital of Chicago. Hancock joined Atlantic Trust on April 14, 2014 as a vice president and relationship manager, bringing more than eight years of industry experience to the firm. He is a former portfolio and market strategist at Wealth & Tax Advisory Services (WTAS), where he focused on the analysis, construction and implementation of investment portfolios for high-net-worth individuals, families, trusts and foundations.

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